We allow you to upload clients' details in multiple ways. Learn how to securely upload your clients’ information with this guide.

You can download our CSV client template here: Download Template

1. From the home page, click on the "Clients" tab in the sidebar.

2. Click the "Import" button to upload client data from a CSV file.

3. Drag the CSV or click and search for a file.

4. Wait for the file to process. Do not leave this page.

5. You will receive a success message when the file is done processing.

6. If there are any errors or mismatches, you will see them here.