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    Import Clients - A Step by Step Guide


    Here, we will walk you through in detail how to import clients through from the following sources:

    • CSV/Excel

    More Step by Step Guides with other sources coming soon!


    • Navigate to Client module from left navigation panel.
    • You will see a list of your clients
    • Click Import at the top left.


    • You will see a selection screen where you can select Google or Excel. 
    • Click on Excel


    • You will be prompted with selecting a file or downloading a sample CSV file
    • If this is your first time importing download the sample CSV file to see an example of what you have to provide


    • After choosing the file, you will get a preview of the contacts and will be allowed to select any you don't want to import.


    • When you click 'import your contacts,' your contacts will be imported, and you will see a progress bar letting you know what your progress is.  
    • The import function is very speedy, so unless you are uploading thousands of clients the progress bar won't stay there very long so you might miss it!
    • After your import is completed, you will be returned to the Clients module and notified that your import has been successful.


    • In addition, in your spreadsheet, you can add new fields, and the system will create those custom fields in your client card during the import process.



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      brady hranicky

      Can you import from a cell phone? This use to be an option. Why was it removed?