Import Your Customers

Already have a customer list somewhere else? Bring it in with the import wizard instead of retyping everyone.

Start the import

Open Clients and choose Import customers. Pick where your list is coming from — Toggl, Clockify, HubSpot, Google Sheets, Notion, or a plain CSV.

Map your columns

Upload your file and we'll match its columns to our fields — full name, email, phone, and notes. We recognize common column names in several languages and pre-fill the mapping, so most imports just need a quick check.

Review and confirm

Before anything is saved you'll see a preview of every row. Rows missing a name or with an invalid email are flagged and skipped, and we don't import a customer twice — duplicates are skipped by email or phone, so re-importing is safe.

Prefer a clean start? Download the CSV template from the first step and fill it in.