Importing is the fastest way to get your client list into Jetpack Workflow. Instead of adding clients one at a time, you can bring in your entire list - along with their associated contacts and custom fields - in a single file upload.
This article covers the full import process from start to finish.
Before you start: If this is your first import and you're wanting to use custom fields, set those up before importing. Custom fields need to exist in your account before importing so your data can map to them correctly.
👉 How to Create a Custom Field
Step 1: Choose Your Import Type
Go to the Clients tab and click Import near the top of the screen.
You'll be asked to choose between two import types:
Option 1: Update Existing Data and/or Add Clients
Use this to add new clients or update details on existing ones. This is the safe default for most imports.
From here you can:
Download your existing client and contact file — make updates to it, then reimport to sync the changes back into your account
Download a blank template — use this for your first import if you're starting fresh
Note: The one field you cannot update via import is the client name. Any client name changes must be made directly in the app.
Option 2: Clear Existing Data and Add Clients
⚠️ WARNING — This action cannot be undone.
Selecting this option will permanently delete all clients, contacts, series, projects, and tasks currently in your account. All open work and records will be lost. Do not select this option unless you are certain you want to start from scratch.
If you proceed, you can choose to download your current data sheet (to repopulate it) or download a blank template. Either way, when you reimport, everything currently in your account will be deleted before the new data is loaded.
Once you've selected your import type and downloaded the appropriate file, click Continue.
If you selected Clear Existing Data and Add Clients, you'll be asked to confirm the deletion before moving on.
Step 2: Prepare Your File
Open your downloaded file and make your additions or updates.
A few things to keep in mind as you fill it out:
Single-select and multi-select fields: Your entry must exactly match one of the preset options already set up in your account. To see your available options, check the second tab of your export file — options are listed there by field.
Multi-select fields with more than one value: Separate each selection with a comma (e.g.
Option A, Option B).Client name: Cannot be updated via import — make any name changes in the app first.
Save your file when you're done.
Step 3: Upload and Map Your File
Back in Jetpack Workflow, you'll be on the import screen. Click Upload File and select your saved file.
Prefer to enter data manually? You can skip the file upload and type your data directly into the importer instead. Enter your data and click Submit — your records will be added to your account shortly.
If your file has multiple tabs
You'll be asked which sheet to load data from. Select the correct tab and click Continue.
Map your fields
Next, you'll map the columns in your file to the corresponding fields in your Jetpack Workflow account.
If you used the downloaded template or existing client file, the mapping should populate automatically - but always double-check it.
If you're using your own file, review each field mapping carefully and correct anything that doesn't look right.
When you're satisfied with the mapping, click Complete.
Step 4: Review and Submit
After mapping, you'll see a preview of your data in a spreadsheet-style view. Take a moment to review it and confirm everything looks correct.
When you're ready, click Submit in the top right corner.
⚠️ If you selected "Clear Existing Data and Add Clients": All user accounts in your account will be temporarily locked while the deletion and import process runs. Once complete, the page will automatically refresh and access will be restored.
Your clients and contacts will be imported or updated in your account once processing is complete.
Next steps: