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Importing Clients From a CSV / Excel File

Our platform makes it simple to import multiple clients from CSV/Excel files, giving you complete control to organize your data exactly how you need it. You can also import client status, time zones, tags, and notes directly into each client profile, increasing your workflow and saving you valuable time.

Note: We've made an Excel template available for download. Simply scroll to the bottom of this article and click the link to access it.

How to Organize and Format Your CSV/Excel File

Before you start formatting your file, here are some helpful tips to keep in mind:

  • The first row should include column headers that define your fields.
  • Make sure your data starts in the top-left corner of the spreadsheet.
  • Avoid leaving gaps between rows or using non-standard formatting.

The table below shows you how to accurately prepare your data for import:

Important: The PDF and Excel files are available at the bottom of this page.
Field TypeNotes
First nameThis parameter is required. Make sure you have a column for first names and that all rows are filled in. If this is empty, the import will fail.
Time zoneTo ensure your uploads are accurate, please enter the time zone information using the format provided in the attached file below this page. For the best results, simply copy and paste the data from the file.
StatusClient statuses include Lead, Customer, and VIP. To assign a status of Customer or VIP, enter the value in the appropriate rows. If left empty, the default status will be Lead.
TagsEnter multiple tags separated (e.g., tag1|tag2|tag3). 
For existing contacts (overwrite): To keep previous tags and add new ones, include all tags, old and new, in the import file.
Custom fieldsTo import custom fields, create them in your Client Card first. Then, make sure the column headers in your spreadsheet match the client field names for smooth mapping.
Checkbox dataThis applies to both basic Checkbox fields and the Opt-in for campaigns checkbox. To ensure a successful import, enter the data as "True" or "False," or use "1" for True and "0" for False.
Important: For best results, we recommend including at least a First Name, Last Name, Email Address, and Time Zone for each client to ensure they receive notifications at the correct local time.

Save a CSV file with UTF-8 encoding

If you're using a language other than English or don’t have access to Excel, you can save your CSV with UTF-8 encoding using a text editor on your computer. 

To save a CSV file with UTF-8 encoding:

  1. Find your CSV/Excel file on your computer.
  2. Right-click on the file.
  3. Hover over Open with and choose Notepad, WordPad, or a simple text editor.
  4. In the text editor, click File in the top menu.
  5. Select Save As.
  6. Under Encoding, select UTF-8.
  7. Click Save.

Import Clients From a Spreadsheet 

Before you start the import, please ensure your file is no larger than 1MB and contains no more than 5,000 clients.

To import clients from a spreadsheet:

  1. Open the platform.
  2. Click Clients.
  3. Click the More actions button and select Import.
  4. Click Get Started to begin.
  5. Choose the Spreadsheet option.
  6. Select Multiple or Standard import. (Choose Standard unless your setup includes Nested Clients)
  7. Upload your CSV/Excel file.
  8. Click Next.
  9. Click Import.

Once the import is complete, you'll receive a summary email. Simply refresh the Clients page to see your newly imported contacts.

Important: Make sure the data types of your mapped fields match. For example, if you're mapping a birthday field, double-check the date in your spreadsheet is formatted as a "date." Mismatched data can prevent the information from being imported correctly.

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