Set up
Import your clients and data
Bring clients, contacts, leads, projects, tasks and more into Cliezoo from a CSV spreadsheet, ClientManager or a Kitchen export, with a duplicate check.
Start an import
Click Import on any list, such as Clients or Contacts. Choose where the data comes from:
- A spreadsheet (CSV)
- ClientManager (CSV)
- Kitchen (JSON export)
Presets map the columns for ClientManager clients and contacts and for Kitchen customers and projects automatically.
What you can import
| Records | Matched on (to find duplicates) |
|---|---|
| Clients | Name |
| Contacts | |
| Leads | |
| Deals | Name |
| Products | Name |
| Projects | Name |
| Tasks | Title |
| Invoices made elsewhere | Number |
| Time entries and expenses | Not matched |
Duplicates
By default, a row that matches an existing record is skipped and reported. Choose Correct the ones already here to update the matching records instead.
Big files
You always see a preview before anything is saved, and you can undo an import. Up to 1,000 rows import straight away; larger files of up to 100,000 rows import in the background.
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