Client import

Overview

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 Clients page.

2. Click on New client and then Import many clients.

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 Client Import

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