You can import multiple clients with a CSV file by following the steps below:
Click the Clients tab on the left sidebar to get to your Client List.
Click the grey and white circular button with the + symbol in the middle.
Click IMPORT CSV to open the client import page.
Click SELECT CSV FILE then select the CSV file with your client data.
Match the column headers to the column of data and ignore columns that don’t need to be downloaded.
Click UPLOAD CLIENTS.
Some things to note when importing clients.
You will be required to match every column or ignore it.
You can skip the first row by selecting the check box next to Skip First Line.
The Display Name attribute is required and will be the way that your client’s name is displayed in the Client List. You may want to import the client as “Last Name, First Name”, for example, if you would like to order or sort your Client List by the last name.
You will add your client’s Entities in their client profile.
Please refer to the clip below: