Import clients in bulk from CSV

If you have dozens of existing clients, you can bulk-import them from a CSV instead of entering them one by one. Importing lives under Import Data in the staff console and is available to admins and managers.

The CSV format

For the clients-and-contacts import, the required columns are:

• client_name
• contact_email

A contact name column is optional. Example:

client_name,contact_email
Acme Corp,jane@acmecorp.com
Bright Ideas,hello@bright-ideas.co

Importing (always staged first)

1. Open Import Data and choose the Clients & contacts mode.
2. Upload your CSV and map the columns.
3. Review the staged preview — Managello shows exactly which rows will be created and flags any errors — before anything is written.
4. Commit the import.

Nothing changes until you commit, so a bad file can't half-import.

Migrating from another tool

Beyond generic CSV, Managello has dedicated importers for Trello, Asana, and Perfex CRM so you can bring projects and tasks across, not just clients. Pick the matching mode on the Import Data screen.