Before you start
Use an Excel file (XLS or XLSX)
Sort your data into columns
Fill in mandatory fields, such as client name and country
Test with a small sample file first if you're importing a large number of clients
Importing a client with the same name as an existing one overwrites that client's details
How to import your clients
Go to the Clients section
Click Import
Match each column to the right field (for example: Name in column B, Street in column D, Tax ID in column A)
Select whether your file has a header row
Click Browse, select your file, and click Import
After importing
A green message confirms a successful import
Check your email for a confirmation message
Download a sample client import file to help you format your data correctly
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.