Import client data

How do I import my client data?

Updated over a week ago


Here are the steps to import your client data:

  1. Navigate to the Client page

  2. Go to the Import button in the upper right corner

  3. Select the Choose a file button

  4. Select the file you are uploading from your desktop

  5. Match the columns of your spreadsheet with client record fields

  6. Select the Submit button

  7. Select the Done button


Here are the steps to import your client notes and documents:

  1. Navigate to the Client page

  2. Drag and drop the document and/or folder into the client record row it is intended for

  3. Click Save

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out to team@carepatron.com.

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