Import Clients from CSV

Upload CSV File
Please select a CSV or Excel file with client data. Maximum file size: 10MB
CSV Format Guide

Required Columns:

  • name - Client name

Optional Columns:

  • email - Email address
  • whatsapp_numbers - Phone numbers (comma-separated)
  • category - New, Membership, One-time, Inactive
  • notes - Additional notes
  • tags - Tag names (comma-separated)
Import Tips
  • Ensure column headers match exactly
  • Use UTF-8 encoding for special characters
  • Multiple phone numbers: separate with commas
  • Multiple tags: separate with commas
  • Duplicate names will be skipped
  • New tags will be created automatically