To create more than one client via spreadsheet, download the sample spreadsheet from the bottom right of the window.
Here are the fields that can be updated via the sample spreadsheet.
| Preferred Name* | Salutation | Address Line 1 | Contact Number (Mobile) |
| Full Name* | Marital Status | Address Line 2 | Contact Number (Office) |
| Label | Nationality* | City | Company Name |
| Status* | Residency* | Zip/Postal Code | Nature of Business |
| Date of Birth* | Tax Status* | Country | Occupation |
| Gender* | Employment Status* | Country Area | Tags** |
| Smoker | Contact Number (Home) | Notes |
* Mandatory Fields
** Separate the values with ";" sign.
After updating the sample spreadsheet, click "Select a file" and upload the file to create the contacts.
Mapping of the fields should be automatic without much adjustment required.