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How to import clients from a spreadsheet

Sample document

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You can add many clients at once by importing a CSV file instead of creating each client manually.

Who can do this: Agency admins and users with the Import data permission.

Before you start

  • Save your spreadsheet as a CSV (comma-separated) file.
  • Make sure the first row contains column headings.
  • Each client needs at least a first name, last name and either an email or phone number.

Tip

Download the sample CSV template to see the expected format.

Import your clients

  1. Go to Clients and select Import.
  2. Select Upload file and choose your CSV file.
  3. Match each column in your file to a field in Acme Agency Manager. Columns with the same name are matched automatically.
  4. Choose what to do with duplicates:
    • Skip – keep the existing client and ignore the row
    • Update – overwrite the existing client with data from the file
  5. Select Start import.

You'll get an email when the import finishes. Large files (over 10,000 rows) can take up to 15 minutes.

Check the results

Go to Clients > Import history to see how many clients were added, updated or skipped. Select Download error file to see rows that couldn't be imported and why.

Common errors

Error How to fix it
Missing required field Add a first name, last name and email or phone to the row
Invalid email format Check for spaces or missing "@" in the email address
File type not supported Save the file as CSV, not XLSX