How to Bulk Import Clients via CSV/Excel

Overview:
Quickly onboard large customer lists by importing a spreadsheet of all required fields in one action.

Steps:

1. From Clients, click Import.

2. Download the Import Template—it includes columns for every field you saw on the Add form (Name, Email, Category, Country, Mobile, Company Name, GST/VAT, Address, etc.).

3. Populate the template, save as CSV or XLSX, then upload it back in the importer.

4. Review the Field Mapping screen and adjust any auto‑matched columns.

5. Click Preview to spot formatting issues, then Start Import.

6. When complete, review the Import Summary for any errors and fix/re‑import failed rows.

Tips & Best Practices:

• Keep each import under 2,000 rows to avoid timeouts—split large lists if needed.

• Include a Client Category column to segment automatically on import.

• Clean your data first: remove duplicates and standardize phone/date formats.

Troubleshooting / FAQs:

• “Required column missing”: Ensure your file has at least Name, Email, and Company Name columns.

• Mapping dropdown empty for custom fields: Create those fields under Settings → Custom Fields first.

• Import stalls at 0%: Try a smaller test file to verify connectivity.