Rather than having to enter your clients to your account one by one, we will upload your client list directly - just send us an email with the list at email@example.com and we'll get you set up.
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.