Import your clients

Migrate your client list from another tool or a CSV file.

Import your clients

If you're switching from another tool, you can import your existing clients via CSV.

Prepare your CSV

Your CSV file should have these columns:

  • name (required): Client or company name
  • email (required): Primary contact email
  • phone (optional): Phone number
  • company (optional): Company name if different from name
  • notes (optional): Any notes about the client

Import steps

  1. 1Go to Dashboard > Clients
  2. 2Click Import CSV in the top right
  3. 3Upload your file
  4. 4Map the columns to HelloSolo fields
  5. 5Review and confirm

Tips

  • Duplicate emails are automatically detected and skipped
  • You can always edit client details after import
  • There's no limit on how many clients you can import