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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. 

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'.

Please allow 1-2 business days for us to populate your client list into your account.

If you have any further questions on this topic please feel free to message us!

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