Import clients from CSV
Review columns and potential duplicates before adding records.
Prepare a UTF-8 CSV of up to 2 MB and 1,000 clients. These steps apply to your current studio. Available actions depend on your account permissions. Before making changes, check that you have opened the correct record.
- Open Import clients and select the file. Map columns to name, email, phone, notes and language.
- Review valid rows, errors and matches. Select only the records you want to add.
- Confirm the import and download the report. Check a few added clients in the list.
Import does not automatically merge clients or grant marketing consent. Correct invalid rows before trying again.