Import your existing clients
In Clients, choose Import and drop in a CSV with name, city, type and price columns. Only the name is required.
- Go to Clients and choose Import.
- Drop in a CSV file, up to 5 MB, with the columns name, city, type and price. Only name is required. Download a sample file shows the format.
- Rows without a name, and duplicates, are skipped.
Imported clients start as Setting up, with the whole AI team switched on. Open each one to finish the details: their phone number, who can log in to their portal, and their price.
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Still stuck?
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