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How do I import clients from an Excel file?

Jonathan Pauwels
  1. On the main Contacts page, click More actions > Import.
  2. Upload file: Drag and drop your CSV or XLSX file (max 100MB).
  3. Headers: Select the header row in your file so the system understands your data.
  4. Column mapping: Match your file's columns (e.g., "Email") to the system's fields (e.g., "Email").
  5. Click Finish Import.
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