You can import a .CSV file of clients into Dubsado's address book with just a few simple clicks. (Note: Bulk import is only available on a paid plan)
Head to the address book and click IMPORT at the top right.
Once you click IMPORT it will take you to the page where you can BROWSE for your file (best supported on Safari and Chrome) You can click the "Import as Leads" check box if you want these clients to filter to leads and not just the address book. If you leave that box unchecked, imported clients will only filer to the address book.
From here you will tell it what to add in each column. It will pull your column titles to pick from in the drop down. (Note: only a few clients will show in the preview, but it will import all)
Everything else that is not in the First Name, Last Name, Email, Phone, or Company Name field will import into NOTES. In the future, we will be adding more options for you to import into.
Once you are done adding them in click the SUMBIT button:
Your clients will import in now. If you have a large list, it might take up to 5 mins to import.