Client Data Importer

Bulk import your client data from a CSV file.

Step 1: Prepare Your Data

Download our CSV template to ensure your data is formatted correctly for import. All columns are required, but optional fields can be left blank.

Step 2: Upload Your File

Drag and drop your CSV file below, or click to browse.

Drag & drop a CSV file here, or click to select

Step 3: Begin Import

Once your file is selected, click the button below to start the import process.