Import your clients from a CSV

Bulk-add clients by uploading a spreadsheet instead of inviting them one by one.

Have a lot of clients to add? Instead of inviting them one by one, upload a spreadsheet and invite them all at once.

Open Clients β†’ List, start an invite, and choose Import CSV.

Import your clients from a CSV β€” screenshot 1

Prepare your file using the template, upload it, map the columns (name, email…) and confirm. Your clients then appear under the Invitations tab, each with a pending invite.

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