Client Import

If you have multiple clients to import, you can get them all in easily by importing a CSV file.

Find the import feature on the Clients page, under Invoicing.


Client import supports the following fields:
Name
Email
Company
Address 1
Address 2
City
State/Province
Zip/Postal
Country
Phone
URL

Create a spreadsheet with fields like those shown below, and save the spreadsheet as a CSV (.csv) file.

 

If you already have your client info formatted in a different CSV file, you can import that as well: