Import & Export Clients
Bring an existing client list in, or take your directory out as a file.
Overview
Import is how most agencies start — upload the spreadsheet you already keep instead of retyping a hundred records. Export works the other way, generating a file of your current list and emailing it to you.
Step-by-Step Guide
- Open Clients and choose Import.
- Upload your file.
- Map your columns to Clientish fields — name, email, phone, company, and so on.
- Run the import and review the result.
Export: generates a file of your client list and emails it to you, so a large export doesn’t block the browser.
Also importable: services can be imported the same way, under the Services module.
Also importable: services can be imported the same way, under the Services module.
Common Issues
Import a small test batch first. Fixing five mismapped rows is far quicker than fixing five hundred.