1Upload
2Mapping
3Review
4Errors
5Import

Upload

Cancel
Download Clients Template
Pre-formatted .xlsx with the right columns
THEN
Upload Your Filled-In Clients Excel Here
.xlsx or .csv, up to 25 MB
clients-2026.xlsx 63 rows detected
Expected columns for Clients
One row per contact. Rows sharing a client code are folded into one client with its contacts — the first of those rows sets the client's own details, and mark one contact Primary.