Import Clients from CSV

Upload a CSV file containing client data.

The required columns needed to create a client are: First Name, Last Name, and Email. We have a template CSV file you can use if you would like. You can have more or less columns than the template, only data that matches the template will be imported. Once all the rows of the document has been processed we will show you the results.

There will be three result statuses:

Success: Shows the numbers of the rows that were successfully imported.
Mismatch: This will show you the rows that we need some adjustments to specific values before we can import them. You can go through each one, make the necessary updates, and import the row before moving onto the next one until they are all completed.
Error: Show the rows that errored and why there was an error.

Download Template

Download a template CSV file to populate and import.

Download CSV Template

Send to support

Having trouble or would like assistance? Click the button below to send your CSV to the support team and they will upload it for you.

Results of import

Success: 11 out of 11

Errors: 0 total

Mismatches: 0 total