To import your client list!
If you have a spreadsheet to upload, please email us:
- Export an Excel or .CSV of your client file
- Send to firstname.lastname@example.org.
Format the file so each column includes separate information:
- First Name
- Last Name
*Make sure there are no duplicates otherwise our system cannot import them.
*Do not include any dashes (-) or any extra columns.
Once we receive your attachment, we will import your client list.
The list will show up on your account in an hour or so, possibly even sooner.
or Export your client lists: Your list will include, client names, email, contact information, and client notes will be exported.
- Click on the "Clients" tab,
- Then "Export" or Import in the top right hand corner
- We'll send you an email with a .csv file of your client list