Importing Your Client Information:
First, use the chat bubble to reach out to support and ask them to turn on the client import option for you. It is not on automatically to prevent spam.
Upload a CSV file with the below column headings and your client’s information, and we’ll instantly add them to your Iris Works client list.
* When adding "yes" to the email_marketing column, you are confirming you have the client's permission to send them promotional emails.
* The client_status column needs to be populated with one of these values (client, lead, marketing contact)
Required Columns: (These can not be left blank)
first_name
last_name
email
phone
email_marketing
client_status
Optional Columns: (must have columns listed but the information can be left blank)
birthday
alternate_email
secondary_phone
address
city
state
zip
country (Country codes must be 2 characters only. Example United States = US)
wedding_date
notes
Do you need more assistance on importing your clients? Check out our youtube tutorial.
*Important Note: If you are uploading a list that includes clients that already in your client list and you add them as marketing contacts in the client status column it will remove them and their data from your client list. Be sure to mark current clients as a client in the client_status column.