Bring your client list

Review a spreadsheet or Google Contacts import before saving.

1. 1

   Choose an import source

   Open the import menu in Clients. Choose a spreadsheet or Google Contacts.

2. 2

   Review the preview

   Map or select the people to import. Resolve any validation messages before continuing.

3. 3

   Save the selected clients

   Confirm the import and inspect the roster. Invite clients separately when their profiles are ready.