RSRahul SharmaOwner
Clients / Import

Import Clients

Upload a CSV with first and last name (individuals) or business name (businesses), mobile, email, PAN and GSTIN.

  1. 1Upload
  2. 2Preview
  3. 3Confirm

1. Upload

Drop a CSV here or choose a file

Download the sample CSV

2. Preview: 198 rows, 2 with problems

RowNameMobileProblem
2Ravi Kumar98XXXXXXXXOK
5Sunita Rao12345Mobile number looks wrong
9Priya Mehta98•••• 4412Already exists
Import 196 ClientsCancel