video1.0<iframe src="https://www.loom.com/embed/fb5ef736c0c642059c8b2188ac181a7f" frameborder="0" width="1930" height="1447" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14471930Loomhttps://www.loom.com14471930https://cdn.loom.com/sessions/thumbnails/fb5ef736c0c642059c8b2188ac181a7f-eb33868c5cbd5374.gif231.054In this video, I walk you through the process of bulk importing clients using a CSV or Excel file. To get started, simply go to the clients page and click on 'Import Clients' at the top. Once you select your file, the system will automatically match column names like client name, contact email, first name, and last name, although you may need to manually match any that don’t auto-match. After previewing the data, you can choose which clients to import, and I also highlight how existing clients are automatically unchecked to prevent duplicates. Please follow along and ensure your files are formatted correctly for a smooth import process!