Import client data

How do I import my client data?

Updated over a week ago

Learn how to import your client's data to create an efficient workspace.

In this article you will learn how to:


Here are the steps to import your client data from another platform:

  1. Navigate to the Client page

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

  3. In the drop-down, select the platform you are importing data from

  4. Select upload file to upload your client data

  5. Review the fields to ensure your client data has been uploaded correctly


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. In the drop-down, select CSV or other

  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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