Import from a spreadsheet

Bring in clients, agents or past referrals from Excel or Google Sheets, all at once.

Steps

1. On the Clients page, open the ··· menu and choose Import. It's also under Settings → Account in Data, on the welcome, and on an empty Clients, Agents or Referrals list.
2. Choose your file. Excel (.xlsx) and CSV both work. Older .xls files need saving as .xlsx or CSV first.
3. On the Columns step, check This File Is (Clients, Agents or Referrals) and where each column goes. Columns are matched for you; change any that are wrong, or choose Don't Import.
4. On the Review step, check What This Will Create. For referrals, choose a stage for any status marked to Check.
5. Choose Import at the top right.

What happens to people already on file

Someone with the same email or phone as a client or agent you already have is linked, not added twice. Only the details they're missing are filled in. A referral sheet that names its clients and agents creates the ones that are new.

Undo an import

For 7 days, choose Undo on the import page, under Recent Imports, or Undo Import right after it finishes. It removes what the import created. Anything you've changed since, or used in a referral, note or document, is kept.

What's sent to Anthropic

To suggest where each column goes, the column names and the first 3 rows are sent to Anthropic. The rest of the file isn't.

On the Free plan you can import agents.