Dubsado

Clients, alternate contacts, and how they work.

What is a client?

Should I create a project or client first?

Search through your existing clients to access contact information, notes, and past projects.

Manage clients in the address book

Import clients via a CSV file into Dubsado.

Bulk import a client list

Export clients and projects as a CSV file.

Export data from Dubsado

Coming over from another platform? Never had all your client info in one place before? Here's a guide to bringing in your existing clients!

Migrate existing clients into Dubsado

Becca Berg

Clients

👥  Join Our Facebook Community

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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