You can bulk-import clients from the following sources:
- Square
- CSV or Excel file
Importing Clients from Google Contacts
This option allows you to import all contacts from any of your Google accounts. The following data is imported for each client:
- First name
- Last name
- Email address
- Phone number
To import clients from Google Contacts:
1. At the top of the Clients page, click Import.
2. The Import wizard opens.
3. Click Import Now. Then, select Google Contacts.
4. Select the Google account you want to import contacts from.
5. Choose whether to Skip or Overwrite clients who already exist in your account:
- Skip: The import will skip this contact and no information will be updated.
- Overwrite: Choose this option when you would like to overwrite the existing client with the new contact.
Please Note: Existing clients are identified by their email address.
6. Click Import.
The import begins. You may continue to work on other tasks during the import process.
7. When the process is complete, you will receive an import summary via email.
Please Note: Pre-existing clients who were skipped are listed as Weren't imported.
8. Refresh the Clients page to view the imported contacts.
Importing Clients from Square
If you are using Square to accept payments, you can import your clients from Square (available in the US, UK, Canada and Australia).
To import clients from Square:
1. At the top of the Clients page, click Import.
2. The Import your data window opens.
3. Click Import Now. Then, on the page that opens, select Square.
4. In the popup, sign into your Square account.
5. Review the Authorize page and click Allow to begin the import.
6. Refresh the Clients page to view the imported contacts.
Adding Clients to Square
If no clients were recognized in Square, you may need to add contacts to your Square list first or switch to a different Square account.
Refer to this resource from Square to add contacts to Square.