Importing Contacts to Your Client List

No more scattered spreadsheets or handwritten notes. A centralized client list will keep everything organized and accessible, streamlining communication and your workflows.

You can bulk-import contacts from the following sources:

• .csv or Excel file
• Square

Importing Clients From a Spreadsheet

Important: A column header titled "First Name" is required to import clients. All other columns are optional. 

1. Open the platform.
2. Click Clients.
3. At the top of the page, click Import.
4. Click Start Guided Import.
5. Click Get Started.
6. Click Spreadsheet.
7. Select Single for individual contacts. Select Multiple for nested contacts, such as students under a parent or projects under a contractor in your spreadsheet. (You can always make changes later)
8. Click Upload.
9. Match the "Spreadsheet Columns" to  the relevant"System Fields." If you do not want a particular field uploaded, select Don't import for the system field.

Important: The data types of matched fields must be correct to import successfully. For example, if you map a birthday field to your birthday "Date Picker" field, make sure the birthday in the spreadsheet is formatted correctly as a date (03-24-2020). 

10. Click Next.
11. Optional: In case of duplicates, select Skip to keep the info entered. Select Replace to use the spreadsheet info. (Existing contacts are identified by email address)
12. Click Import.
13. Refresh the "Clients" page to view your imported contacts.

When the process is complete, you'll also receive an import summary via email. Pre-existing contacts who were skipped are listed as "Weren't imported." 

Note: Make sure the file is no larger than 1MB and contains no more than 5,000 clients.

Adding Clients to Square

If no clients were recognized in Square, you may need to add contacts to your Square list, or switch to a different Square account. 

FAQ

How do I export my client data?

You can export up to 2,000 clients at a time. To export more, use filters and download your list in smaller batches.

To export client data:

1. Open the platform.
2. Click Clients.
3. Click the export icon   in the top corner.
4. Under Columns, choose All or Custom.
5. Under Rows, choose All or Filtered.
6. Pick a file format: CSV or Excel.
7. Click Download.