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# Importing Clients from a Spreadsheet

Start a contact import from Clients. Use the current template and inspect the file before uploading it.

## Open the importer

1. Open **More → Business → Clients**.
2. Choose **Import clients from CSV**. The dialog is titled **Where are your contacts?**
3. Read **Before you upload** and use **Download CSV template** for the current CSV columns.
4. Choose **Upload a file**. The next screen has **Choose file** and **Continue**.

The dialog accepts CSV or VCF and asks for a name plus an email or phone number. It lists `first_name`, `last_name`, `email`, and `phone` as CSV columns. Gmail and Microsoft connections were disabled under **Coming soon**.

Before uploading, check that each contact has a name and an email address or phone number. Keep a copy of the original file.

![Contact import options and the CSV template.](https://storage.crisp.chat/users/helpdesk/website/-/b/6/b/f/b6bf11da1ce5e000/importing-clients-from-spreads_1cmz78l.png)

## Related articles

- [Managing client relationships](https://help.useapprentice.com/en/article/managing-client-relationships-46pfbe/)
- [Recording external payments](https://help.useapprentice.com/en/article/recording-external-payments-d6t94n/)