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.



Updated on: 10/09/2026

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