Import all your clients and sites using our spreadsheet template in 4 simple steps.
Please note: you can only upload clients and sites via our spreadsheet template on a desktop.
On desktop
Head to Clients & Sites. Click on the blue Import button then Import from spreadsheet and download our sample template:
Fill out the template with your information. Do not edit the template in any way. Do not delete any sheets, rows or columns. Simply fill in the required columns.
Click on I am ready to upload my file and insert your file: