The CSV import method can save a lot of time by adding multiple clients to your Rounded account in one go.
NOTE: Before importing the clients' details, setting up the payment terms is best. Click this LINK to learn more about setting the payment terms.
To import client data from a CSV file
1. Click Clients from the menu on the left side
2. Click Import from CSV
OR if other clients' details have been added already, it's under the Options menu
3. Download the sample by clicking the link Download the CSV template
Or click this LINK to download a sample CSV template for importing clients
4. Copy/paste the clients' details from your own spreadsheet to the sample file.
NOTE: When copying from your spreadsheet, choose "Paste Value Only" when pasting into the template CSV. This will remove invalid characters.
5. Save the updated sample files that now contain your data.
6. Attach the updated file by clicking Select file...
7. Click Import CSV
NOTES:
A contact name cannot be left blank if an email or phone number is entered in the Client contacts section
The Business name is an optional field. If the client is an individual, it is best to enter the Contact name instead
Manually importing data can be tricky, and any number of things might cause an import to fail. If you try and don't succeed, please get in touch with us via in-app chat. We're happy to help format your data and get it into Rounded.
To learn more about importing from Freshbooks, click HERE.
Remember to download the Rounded mobile app!