There are two methods to import clients: a guided Mapped Import or a direct CSV upload.
Accessing Client Import
Go to Settings from the main menu
Under the People section, select Client Import
Import Methods
Mapped Import (Guided)
The Mapped Import provides a step-by-step guided workspace to upload, map, and validate your client data before importing. It walks you through three stages: Upload CSV, Map columns, and Edit & import.
To use the Mapped Import:
Click Open Workspace to launch the Client Import Mapping panel
In the panel, click the upload area or drag and drop your CSV file
Once uploaded, proceed through the steps to map your CSV columns to the correct fields
Review and fix any data issues in the Edit & import step before finalising the import
Note: Only CSV files are accepted in the Mapped Import workspace.
Import Clients (Direct Upload)
The direct upload method allows you to upload a CSV file and import clients without the guided mapping steps.
To use the direct import:
Click the upload area or drag and drop your CSV file into the Import Clients section
Once your file is loaded, click Import Clients to begin the import
If you are unsure of the required CSV format, click Download example to get a template showing the correct column structure before preparing your file.