Import clients

Upload your spreadsheet, map columns, and we'll dedupe against existing clients.

1 Upload

2 Map columns

3Review & commit

1 · Upload spreadsheet

CSV or TSV. We’ll detect the columns and suggest the right mapping. Most firms’ existing client lists work without manual reformatting.

Drop your file here

or click to browse · CSV, TSV up to 10 MB

Download template CSV, start from this if you don’t have a list yet.