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Adding Clients & Contacts

In this article, you’ll learn how to add your contacts one-by-one or all at once.

Adding individual clients

Step 1: Go to your Clients tab in your main menu, and click on New Client.

Step 2:  Fill out the client details you have and need.

Step 3:  Once you’re done entering your client’s info, click Save.

A Client Card for the new client opens up: 

Step 4: You can see all your new clients under your Clients tab.

Note: You can also easily add your clients from the Quick Actions button > Add Client in your main menu.

Adding a list of clients

Step 1: Go to your client page and click on “import.”

Step 2: There are three easy ways to import your contacts.

  • Import directly from your Google Contacts
  • Upload your own spreadsheet: a CSV file or Excel file that contains the fields you want to import.  
Important: For a successful CSV/Excel import, your file must have column header cells in row 1 that define the fields in your file. It can include the following fields: First Name, Last Name, E-mail address, Phone.
Note: First Name is a mandatory field. The other fields are optional.
Tip: You can also import Tags and Notes from your spreadsheet if you already have that information about your clients elsewhere. Simply add a Tag and/or Note column with the necessary information filled in for each client.
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