Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Importing Data
Bring clients, services and leads in from a spreadsheet, and the rules each importer follows.
Bring clients, services and leads into Clientish from a spreadsheet, or move everything over from another tool.
Overview
This guide covers the three file importers and the rules they share.
Who Can Access
Team members need Import Clients, Import Services or Import Leads.
Step-by-Step Guide
Download the template
On Clients, Services or Leads, click Template. Use its column headings exactly. There is no step to match columns.
Fill it in
One row per client, service or lead. Up to 2,000 rows and 500 KB per file.
Import
Click Import and choose the file. For services, a window opens first with Download template and Choose file.
Read the result
A message says how many were added and lists the rows that were skipped and why.
What Each Importer Does
Good to Know
- Imported clients can’t sign in until you turn on Account active.
- Your plan limits apply. A services file that needs more room than you have is refused whole.
- The services and leads templates include example rows. Delete them before importing, or they become real records.
- Unknown service categories are created; unknown folders and team emails are ignored.