Overview

Assembly supports bulk importing of both clients and companies via CSV files. Use the tabs on the Import page to switch between importing clients and importing companies.

Importing Clients

To import many clients in one step, you need to have a .csv file with clients and include required fields First name, Last name, and Email. You can also use a Full name field instead of separate First name and Last name fields.

Note: If you use the Full Name field, ensure that each field in this column has a first and last name, otherwise the import cannot be completed.

Exporting your clients

Exporting your client list to a .csv file is simple whether you use Google Sheets, Hubspot, or Airtable. Just locate the download or export button on your platform and select the .csv format.

Importing your clients

Once you have your .csv file with your list of clients with the required fields, you're ready to import. Note that there is currently a limit of 200 rows for the CSV file.

Note: Due to the nature of a CSV file, commas are not supported characters in field values. If you have any commas in the fields of the document you are using to import, you will need to remove them, otherwise the import will fail.

Import steps

1. Navigate to the CRM page.

2. Click on Create and then Import.

3. Upload your CSV file by clicking on Choose file or dragging and dropping.

4. You'll be automatically taken to the Match step.

Match

The Match step will show a preview of each field in your .csv.

Automatic matching on required fields

If your .csv field titles match the required fields (e.g., First Name, Last Name, Email), they will automatically map correctly and be shown as Mapped successfully.

Preview

After confirming field mappings, click Next in the top-right to go to the Preview page. Check that all fields are matched correctly.

If everything looks correct, choose either Import only or Import and invite in the top-right. If you choose Import and invite, invite emails will automatically be sent to all new imported clients.

Once you click either import option, you'll be taken back to your Clients page and should see an alert in the bottom-right letting you know the import job has started successfully.

Advanced Import

If your client or company import includes custom fields or you need to update client fields, please refer to our Advanced Import article for detailed instructions.

Importing Companies

You can also bulk import companies via CSV. The only required field is Company Name. You can optionally include columns that match your company custom fields.

Note: There is a limit of 200 rows per CSV file, and commas are not supported in field values.

Import steps

1. Navigate to the CRM page.

2. Click on Create and then Import.

3. Select the Import Companies tab at the top of the import page.

4. Upload your CSV file by clicking on Choose file or dragging and dropping. You can also download a sample CSV template from the link on this page.

5. You'll be taken to the Match step where your CSV columns are mapped to company fields. If your CSV header is Company Name, it will auto-match.

Preview

After matching fields, click Next to go to the Preview page. The preview has three tabs:

• New Companies — companies that will be created as new records.

• Existing Companies — companies that match existing records by name. If there are multiple matches, you can select which existing company to update using the dropdown.

• Skipped Rows — rows that could not be processed (e.g., missing required Company Name field).

If everything looks correct, click Import Companies in the top-right to complete the import.

Custom fields

If you have company custom fields set up in Assembly, you can include matching columns in your CSV. Columns with titles that match your custom field names will auto-map during the Match step. You can also manually match columns or create new custom fields from the dropdown.