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How to Import Clients and Contacts
How to Import Clients and Contacts

Do you need to add your clients and contacts into Jetpack Workflow via import? This article will walk you through what you need to know!

Beatty W avatar
Written by Beatty W
Updated over 3 months ago

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

You can use an already existing file or there is an import template file available to download with two example records and the available options for services and priority levels listed in it to help with the import process and information formatting if you need it! Click here if you need a template for your import!

Follow the on-screen prompts to select a file to import or you can manually enter data as well.

If you're importing a file, you'll next be asked to map your file columns to the fields they correspond with inside of the system.

Each column of information must match a field in V2 so your clients can be imported correctly. Additional or custom fields are not currently supported in V2.

You will be able to import and map the following fields:

  • Client Name

  • Client Description

  • Client Website

  • Client Priority Level (options provided)

  • Client Service (options provided)

  • Primary Contact Name

  • Primary Contact Email

  • Primary Contact Phone

  • Primary Contact Street

  • Primary Contact City

  • Primary Contact State

  • Primary Contact Postal

  • Active (true or false)

Any errors seen will need to be addressed before the import is completed. There is a filter by error option available on the importer to view errors.

When you're ready to complete your import, click the blue Import button!

You can now view your imported clients on the clients and contacts in their corresponding tabs!

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