Import Data
Import data from CSV or Excel files into the system
Select Type

Import Clients

Import a list of clients from CSV (CSV or Excel)

Expected Columns
firstNamelastNameemailorganizationNamecountrycityphoneNumber

Import Instructions

  1. Download the CSV template above or create an Excel file with the same column headers.
  2. Fill in your data following the column structure (first row must be column headers).
  3. Save the file as .csv or .xlsx.
  4. Upload the file using the area above and click Import.
  5. Review the result — any errors will be reported with details.