Clients Database Import
Updated over a week ago

If you are working with hundreds or thousands of clients every month, we suggest you use our client-base import service which allows you to see the list of your customers on the Clients page and easily quote them using the Quotation tool.

The CSV should have a header row that includes the titles of each column. The structure is the following: email, name, company_name, phone_number. Email is the only field required.

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