Import or export your client list

1. 01

   Start an import

   On Contacts, press “Import” (under the ⋯ button on a phone) and choose a CSV file. Nothing is saved yet.

2. 02

   Read the preview

   The dialog shows how many clients will be created, how many rows are skipped because a client with the same phone or email already exists, and which lines have problems, such as a missing first name. “Columns ignored” lists the columns it did not recognise.

3. 03

   Give the clients an owner

   Imported clients are yours. To give them to colleagues, add an “Owner” column holding a team member’s email. An email no team member has, or one belonging to someone your role does not let you give clients to, shows as a problem on its line.

4. 04

   Bring birthdays, notes and tags in too

   A column headed “Birthday”, “Date of birth” or “DOB”, or the same heading in Ukrainian, Russian, German, Spanish or French, fills in the client’s birthday; the date of birth column of an Altegio or YCLIENTS export is read the same way. Write dates as 1990-05-12, 12.05.1990, or 12.05 without the year. A date with slashes, such as 05/12, can be read two ways, so it is never guessed: its line shows as a problem, “Could not read the date”. A “Notes” or “Comment” column becomes one note on the client’s timeline, and a “Tags” or “Labels” column gives the client those tags — several separated by commas — creating any tag you do not have yet.

5. 05

   Import

   Press “Import” with the number of clients shown on it. A message confirms how many were imported and how many duplicates were skipped.

6. 06

   Use the full importer when you need more

   If your columns are not recognised, your file comes from another system such as Altegio, you want existing clients updated from the file, or you may want to undo the import later, an owner or admin can use the importer in Settings › Data. It lets you match columns by hand and keeps a history you can undo from.

7. 07

   Export the list

   Press “Export” to download your clients as a CSV spreadsheet. It holds every client your role lets you see, not only what your search or filters show, with each client’s owner as an email and their birthday as 12.05.1990, or 12.05 without a year, so the file can be imported back. For everything in the workspace at once, an owner or admin can prepare a full export in Settings › Data.

Updated October 6, 2026