To import clients in bulk, download the CSV template from the Import page, fill it in, and upload the file. Voyagr processes the file row by row and shows you which rows imported cleanly and which need attention.
Step-by-step:
Go to Clients, then click Import Clients.
Click Download CSV Template. The template has 63 columns, but only three are required: First Name, Last Name, and Email.
Fill in your client data in the template. Leave optional columns blank if you don't have the data.
Save the file as CSV and drag it into the upload area (or click to browse).
Voyagr processes the file and shows a progress bar (Processed / Total).
Once processing is complete, the Results of import section shows three outcomes:
Success: rows imported cleanly.
Mismatch: rows Voyagr couldn't fully resolve (e.g., an unrecognized loyalty program). These become accordion items you can review and correct.
Error: rows missing required fields like first name, last name, or email.
Resolving mismatches
For each mismatch:
Expand the accordion labeled with the client's name.
Edit the fields Voyagr couldn't resolve.
Click Create Client.
Errors
Rows that fail with "Missing first name / last name / email" aren't recoverable in the app. Fix them in your CSV and re-upload just those rows.
Need help with a big or unusual import? The Send to support option on the Import page lets you hand the file to the Voyagr team.