You can add clients to your Jetbuilt account individually or in bulk. To bulk upload clients, go to the 'Clients' area.
Click 'Upload Clients' to the right of the search bar, or import a list of clients from your integrated Quickbooks account by clicking 'Import from Quickbooks'.
Clicking "Upload Clients" will open a window where you can download the import template needed to upload your clients. (Please do not add or remove any headers from this template, as this will prevent your data from being uploaded).
If you want to include multiple contact names for the same client, please enter each contact name on it's own line with the same client name. Client names must match exactly (spacing, punctuation, spelling, etc.) to avoid duplicate clients being created.
Please allow 1-2 business days for us to populate your client list into your account.
If you have any questions on this topic, please reach out to us in support chat!