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:
The
Capitals and spaces are fine —
Rows with no usable email are kept and flagged rather than dropped, so the count here always matches your sheet.
email, first_name, last_name,
phone, salesrep.
The
salesrep cell is a tag from the key below and is required on
every row. A phone cell may be blank — then the store accounts' phone
is offered instead.
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.
Sales Rep Key
| Rep | Tag |
|---|---|
| Loading… | |
Imports
| File | Assign to | Progress | Status | |
|---|---|---|---|---|
| Loading… | ||||