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:



We’ll map each column to the field that matches ours, but you can change each field if our guess isn’t right.

 


Click Continue to review your client info on the next page, and hit Submit to confirm the import. All done!


 

 

Have more questions? Submit a request

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