NOTE: If this is your first client import, please make sure you have your custom fields set up prior to importing your data! To learn more about Custom Fields and how to set them up, click here!

Go to the Clients tab and click Import clients near the top of the screen.

There are 2 types of imports you can complete in our system:

Under the first option (Update Existing Data and/or Add Clients), you'll be able to download your existing client and contact file, update it in the file and then reimport to update the data in your account. There is also an option to export an empty template data sheet for you to populate and import (typically used for first import).

Under the second option (Clear Existing Data and Add Clients) you'll be able to select either to download your current data sheet to upload existing contacts or download an empty template data sheet.

Please keep in mind that if you select either of these options under the Clear Existing Data option, when you reimport, you will be deleting all your existing clients including their series, projects and tasks that are already set up. This action cannot be undone and all open work and records will be lost.

After you've made your selection, your file will download according to the option you selected and you can click Continue.

If you've selected 'Clear Existing Data and Add Clients' you will be asked to confirm deletion in the next window.

After you've made your import type selection, you'll then be brought to the import screen. Click 'Upload File' to add in your file or you can select the option to manually enter data.

If you select to manually enter your data, the screen will then be available for you to type data directly into the importer. Enter your data and then hit submit. Your data will be added into your account shortly!

If you're going to be updating/adding clients and contacts via a file, make the updates/additions in your file, save it and then click 'Upload File' and select your file in app.

NOTE: If you're using a single-select or multi-select field option, make sure your entry in the field directly matches one of your preset options in app. To see your options, navigate to the second tab of your export file and view options by field. For a client that has multiple selections in a multi-select field, separate out the different selections with a comma.

Your file will then be reviewed and you'll make your import selections. If your file has multiple tabs, you'll be asked which sheet you'd like to load data from- make your selection and click 'Continue'.

Then, you'll be asked to map your fields from your file to the fields inside of your Jetpack account.

If you downloaded your existing client file or your blank template, the file should match up automatically but always double check it! If you're using your own unique file, double check the mapping and edit as necessary. After you're mapped, click 'Complete'.

After you click complete, your mapping will finalize and you can review the data in a sheet like format. After review, click Submit in the top right corner and your data will be imported/updated in your account!

NOTE: If you selected the option 'Clear Existing Data and Add Clients' when you hit submit, all associated user accounts in your account will be temporarily locked so the deletion and new import can process. Once the import is complete, the page will auto refresh and access will be restored.

NOTE: Import options are currently available for Level 2 and Level 3 users only