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Import clients

There are two different ways to add multiple clients at once:

  • through a table in desktop;
  • through phone contacts in the mobile app.

Both options start from the Clients section, but they work differently.

Option 1: Import from a table in desktop​

Before you start​

  • The entry point is "Clients" -> menu -> "Import clients".
  • This page is available in desktop view.
  • Data is entered or pasted directly into the table.

Supported columns​

The table supports these columns:

  • First Name
  • Last Name
  • Phone number
  • Email
  • Birthdate
  • Gender
  • City
  • Address
  • Note

How the import works​

  1. Open "Import clients".
  2. Fill in the table or paste prepared data.
  3. Click "Import data now".
  4. Confirm the import.

What is validated before save​

  • First Name is required. A row without a first name is not imported.
  • Email is validated as an email.
  • Birthdate must be in YYYY-MM-DD format.
  • Gender accepts male or female.
  • Empty cells are removed from the request automatically.
  • If there are no valid rows left after validation, the import does not start.

What happens with the phone number​

If a phone number is provided, the system tries to parse it using the business country and save it in the correct phone format.

Result​

  • Valid rows are saved as new clients.
  • If a row includes a Note, it is saved as a client note.
  • After a successful import, the system returns you to the clients list.

Common issues​

The import does not start​

The most common reason is that there is no row with a filled First Name.

There is a birthdate error​

Use the YYYY-MM-DD format, for example 2026-03-13.

Some data is missing after the import​

Empty values are not sent. If a field is empty in the table, it will not be saved.

Option 2: Import phone contacts in the mobile app​

This option is separate from the table import and is available only in the mobile app.

Where to open it​

  1. Open Clients.
  2. Open the menu.
  3. Select Import phone contacts.

In desktop, this button is disabled and marked as mobile-app only.

Which data is read from the phone​

The system reads only the fields needed for a client profile:

  • first name;
  • last name;
  • phone number;
  • email;
  • birthdate.

How the import screen works​

After the contacts are read, you see a list where you can:

  • search by first name, last name, or phone number;
  • select only part of the contacts;
  • use Select all;
  • clear the selection with Unselect all;
  • set or correct the country code for each contact phone number.

What is validated before import​

  • A contact without a first name cannot be selected for import.
  • If the phone number starts with +, the system tries to detect the country from the phone code.
  • If the phone number starts with 0, the system uses the business country.
  • If the phone number is stored without a clear international code, the system again uses the business country as the default.

Result​

  • The selected contacts are saved as new clients.
  • If you corrected the phone country before import, it is saved with the client.
  • After a successful import, the screen closes and you return to the clients list.

Common issues​

The contact cannot be selected​

The most common reason is that the phone contact does not have a first name.

The contacts do not load​

This means the app could not read the phone contacts from the device.

The phone number looks incorrect​

Before importing, check the selected country next to the number and correct it if needed.