Import clients from a CSV file
- Prepare your file. In a spreadsheet, make one row per client with these column headings in the first row:
name,email,phone,addressand, if you like,company. Save it as a CSV file. - Open Clients. Click Import CSV.
- Choose your file. Sanil CRM reads it and shows what it found in the Import contacts window.
- Confirm. Click to import. The button says Importing… until it is done, and the new clients appear in your list.
The rules
- Headings: capital letters and spaces around them do not matter, but the names must match. If a required column is missing you see “CSV is missing required column(s)” with its name.
- Required values: a row needs a
nameand anemail. A row without either is skipped. - One email per client. Each client’s email must be different within your business. A row whose email is already in your list fails instead of being added again.
- Company: the
companycolumn is optional. - If the file has no usable rows you see “No contacts found in that CSV.”
- When it finishes, you see how many were imported and how many failed, for example “3 imported, 1 failed”.
A sample
name,email,phone,address,company
John Doe,[email protected],555-0101,123 Main St,Acme Inc
Jane Smith,[email protected],555-0102,456 Oak Ave,Globex Corp
Note
Importing the same file twice does not create copies. The second time, rows whose email is already in your list fail and are not added.