Import Private Clients

Upload a sheet, then work through it one person at a time — the same decisions as adding a client by hand. Your place is kept, so you can stop and come back.

New import

The sheet must be a CSV with these columns in the header row: email, first_name, last_name.
Capitals and spaces are fine — First Name works as well as first_name — and any other columns are ignored.
Rows with no usable email are kept and flagged rather than dropped, so the count here always matches your sheet.

CSV file

Assign new clients to

Used for every client you create from this sheet. You can override it on any one person as you go, and change it later from the job.

Imports

File	Assign to	Progress	Status
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Row of your sheet

Store accounts with this email — tick the ones that are theirs

	Store	Name there	Phone	Orders	Spent

First name

Last name

Phone

Assign to

Import Private Clients

Set up two-factor authentication

Save your recovery codes

Two-factor code

Use a recovery code