Import your clients from a spreadsheet

1. Export your clients as a CSV from your old software or spreadsheet. (There's a template on the import page if you're starting from scratch.)
2. Go to Clients → Import (or Settings → Import clients) and upload the file.
3. Match each column to a WorkBench field. Anything that doesn't fit can become a new custom field with + Create custom field….
4. Choose whether they come in as Leads or Active clients, who they're assigned to, and what to do with duplicates: Skip the row or Update their info. Duplicates are matched by email or phone.
5. Press Import N Clients.

Made a mistake? Undo this import removes the clients it created. Anyone you've already started work for is kept.