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.
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:
| Field Type | Notes |
| First name | This 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 zone | To 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. |
| Status | Client 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. |
| Tags | Enter 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 fields | To 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 data | This 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. |
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:
- Find your CSV/Excel file on your computer.
- Right-click on the file.
- Hover over Open with and choose Notepad, WordPad, or a simple text editor.
- In the text editor, click File in the top menu.
- Select Save As.
- Under Encoding, select UTF-8.
- 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:
- Open the platform.
- Click Clients.
- Click the More actions button and select Import.
- Click Get Started to begin.
- Choose the Spreadsheet option.
- Select Multiple or Standard import.
- Upload your CSV/Excel file.
- Click Next.
- Click Import.
Once the import is complete, you'll receive a summary email. Simply refresh the Clients page to see your newly imported contacts.