Import Clients
Import your client base from a CSV spreadsheet
Step by Step
1
Access 'Clients' in the side menu
2
Click 'Import'
3
Download the spreadsheet template
4
Fill in the spreadsheet with your clients
5
Upload the CSV file
6
Review data and confirm import
Tips
- •Use the provided template to avoid errors
- •Verify phone numbers are in correct format
- •Duplicate clients are automatically identified