How to Bulk Import Clients Using CSV or Excel Files

Here's a quick video on how to import clients using an Excel or CSV file. So if you click on the clients page on the left and then click import clients,

then you'll be able to select your file.

Once you have your file selected, you'll still be able to see a preview down below, and it'll show the column names. So I have client, contact email, first name, last name. And as you can see, the client names needs to be selected, so it's gonna pull up a list of all my columns. And because I didn't name this client name, it doesn't auto match, but I can just match it here. And then the others all auto match because they had a matching title. So contact email, contact email, first name, last name, first name, last name. Now in the preview, I can see all the rows that I've added,

and then I can click next here.

From here, I can select which ones I wanna import. As you can see, these are already existing clients inside Ping, so I don't wanna import those.

They automatically are unchecked. If I do wanna create a duplicate for a reason, I can collect... Select that.

If I don't wanna import some of these other ones, I can also remove those as well. And then once I click import, it's gonna load, and then you'll be able to see down below

your newly added

client.

So that's how you import multiple clients all at once using a CSV or Excel file.