How To Import Clients

This article explains how to use the Client Import Tool to upload client demographic information in bulk.

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⚙️ Where to Go

Navigate to More > Settings > Import Clients

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📥 Download the Template

1. On the Import Clients page, select Download Template.

2. Enter client details directly into the downloaded file.

💡 Tip: Double-check your data for accuracy before uploading to avoid import errors.

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📤 Upload the Completed Template

1. Return to More > Settings > Import Clients.

2. Select the Site you’d like to upload clients to.

3. Click Choose File and select your completed template.

4. Click Upload to finalize the import.

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