Using the CSV import method is the fastest way to add multiple clients to your Rounded account in one go.
Prerequisite: Before importing client details, ensure you have set up your payment terms. Click this LINK to learn more.
Steps to import client data from a CSV file
Click Clients from the menu on the left side.
Download the Template: Click Download the CSV template (or use this LINK for a direct download).
Fill the Template: Copy your client details from your own spreadsheet and paste them into the downloaded template.
Save: Save the updated template file that now contains your data.
Upload and Import:
Find the import option by clicking Import from CSV (if it's your first time adding clients) or by finding it under the Options menu (if clients have already been added).
Click Select file…, attach your saved file, and then click Import CSV.
NOTES:
When pasting, always choose the "Paste Value Only" option to remove invalid characters.
A contact name is required if an email or phone number is entered in the Client contacts section.
Business name is optional. If the client is an individual, use the Contact name field.
If your import is unsuccessful, please contact us via in-app chat for help formatting your data.
To learn more about importing from Freshbooks, click HERE.
Remember to download the Rounded mobile app!