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!