Importing existing clients from CSV

Before importing, clean the basics: one row per client, one email per row, and clear headers. Avoid merged cells, formulas that render oddly, and mixed currencies in the same amount column.

If you can, normalize plan names and statuses in advance so your dashboard is usable the moment the import finishes.

At minimum, import client name and email. After that, the most useful fields are plan, MRR, company, notes, outstanding balance, and total paid.

If your business has special tracking needs, add custom fields after import instead of overloading the default columns.

Review a sample of imported records before you treat the import as final. Check notes formatting, amounts, and whether archived or inactive contacts need a different status.

Then visit reports, filters, and custom fields so the imported data becomes immediately usable instead of just sitting in the database.