Import Clients from Spreadsheet | Jetpack Workflow Classic Knowledge Base

Watch the Video Below or Scroll Down for Written Instructions

*IMPORTANT*

If you are trying to update/edit current clients in your Jetpack Workflow account, it is important to note that reimporting will cause duplicates! If you need to edit client data you can follow these instructions!

1. Click on the clients tab

2. Click Choose File and select a .xls, .xlsx, or .csv file to upload

3. Once your file is selected click Upload

4. Map the columns from your spreadsheet on left to the Jetpack Workflow setup on the right, then click Import at the bottom

5. Next you will need to confirm the import and Save Import at the bottom

6. You will see a message at the top of the screen

7. Refresh your browser to see all your newly added clients 😀

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::Note:: If you are unable to see the Import Clients button, it is due to not having the correct permissions set. Please ask your account owner to update your permissions accordingly. ::Note::