Import clients from a spreadsheet
- Export your list as CSV (comma separated, UTF-8).
- In Clients, click Import and choose the file.
- Match each column to an Acme field. Columns you don't need can be skipped.
- Review the preview and click Import N clients.
name,email,company,vat_number
Jane Smith,jane@northwind.example,Northwind Ltd,GB123456789
Ravi Patel,ravi@contoso.example,Contoso,
Duplicates are matched by e-mail address and updated instead of created twice.
