How do I import Clients from a file?
The people you send Invoices or Estimates to are Clients. If you’re looking to save time from adding each new Client one by one manually, you can import your list of Clients in bulk instead.
With the CSV import, you can specify either the First and Last Name or the Company Name of your Clients, which are required fields.
These are also optional fields you can include in your file:
- Email address
- Phone Number
- Street Address
- Zip Code
To import your file in, use these steps:
- Go to the Clients section
- Click on the More Actions button
- Select Import Clients
- Click on Choose File…
- Select your CSV
- Match the fields to the columns from your file using the dropdown (e.g., First Name should match to the column that has First Names in it)
- Click on Continue
- Next, match any other optional fields for Street Address, City, State, Zip Code, and/or Country
- Once you’re done matching the fields, click on Import Clients
- New Clients will be added and you can start reviewing them in your list of Clients.
Secondary contacts can be added in manually in each profile after the import is completed.
How are duplicate Clients handled?
All Clients will be imported, regardless if they are duplicates or already exist in FreshBooks. We recommend checking the CSV before import to ensure only unique clients are brought in.
Why am I being asked to pay?
If you try to import more Clients than you have space for in your plan, you will be asked to upgrade. To continue importing, you can either:
- Modify your CSV file and remove the correct number of Clients to accommodate your plan
- Or upgrade your account to a higher plan to increase your Client limit
Why did I get an error uploading my file?
The CSV file may be invalid depending on the error:
- The first row needs to be a header row - this is not imported in but used for matching fields (if headers are missing, the first row is skipped)
- There are invalid formats in the file (e.g., incorrect emails)
- The CSV file itself is corrupt - ensure it's re-saved in .csv format
- There are unsupported characters like commas and other UTF-8 characters in the file
- There are empty cells in the file (right click and select Delete to clear out empty cells)
- The file is larger than 2MB - try splitting it into two or more CSVs instead
- There are more than 500 rows - please reach out to us if you’d like to have more than 500 clients