How do I import clients from a spreadsheet?

In Settings → Data → Import, choose Clients, upload your CSV, review the preview, and click Import.

Steps

1. Click Settings in the left menu, then Data.
2. Under Import, optionally download the clients template.
3. Set What are you importing? to Clients.
4. Choose your CSV file and click Upload & preview.
5. Check the preview and any Problems.
6. Click Import X clients. When it’s done, use Open clients to see them.

Good to know

• Only company admins can import.
• Columns: name (required), company, email, phone, address, notes and default_hourly_rate. Headers like “Client name”, “Contact”, “Organization”, “Email address”, “Mobile” or “Rate” are recognized too.
• Rows whose email matches an existing client, or another row in the same file, are skipped, so re-importing the same list won’t create duplicates.
• Hourly rates can include “$” or commas. A rate that isn’t a number is left empty, with a warning.
• Limits: name and company up to 255 characters, phone up to 20, up to 5,000 rows and 5 MB per file.