Client import CSV starter

Use the template

The download contains column headers only, with no customer data. Keep phone numbers as text in your spreadsheet. Populate at least firstName or lastName for each row. Non-empty duplicate email addresses are skipped during import.

1. Make a copy of the source spreadsheet.
2. Copy a small sample into the template.
3. Import it from Clients, map columns and check skipped rows.
4. Verify the sample before importing the remaining records.