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How to Bulk Upload Clients
How to Bulk Upload Clients

How to import a list of clients from a spreadsheet

Clayton avatar
Written by Clayton
Updated over a week ago

You can add clients to your Jetbuilt account individually or in bulk. To bulk upload clients, go to the 'Clients' area.

Then click 'Upload Clients' to the right of the search bar.ย 

This will open a window where you can upload a spreadsheet of your clients. Once you have attached your file, click 'Upload'.

If you have a Quickbooks integration set up, you can also import a list of clients from your Quickbooks account by clicking 'Import from Quickbooks'.
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Please allow 1-2 business days for us to populate your client list into your account.
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If you have any questions on this topic, please reach out to us in support chat!

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