Importing Clients from CSV

Importing Clients from CSV

To import client data in bulk:

1. Click Import CSV on the Pipelines page.
2. Click Choose File and select your CSV.
3. Ensure it matches this column format:

clientName,stage,adviser,monthEngaged,monthCompleted,engagementFee,ongoingFee,clientType,referralSource,notes

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Import Rules

• Stage names must match existing pipeline stages.
• Adviser names must exist in your team list.
• Dates use YYYY-MM format.
• Fees must be numbers only (no “$”).
• Client type must be New or Existing.
• Referral sources must match those set in Settings.
• Non-matching values will be left blank.

4. Click Import to upload your data.

⚙️ Tip: You can download a sample CSV template directly from the import modal.