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Importing client data from Gmail/Google Account
Importing client data from Gmail/Google Account

How to import client data from Gmail/Google Account

Michelle avatar
Written by Michelle
Updated over a year ago

To import contacts from your Gmail/Google account

1. Click Clients from the menu on the left side

2. Click Import from Gmail on the main Client page

OR Connect Gmail contacts if there are clients that have been added previously

3. The page will be routed to the Google sign-in page. Enter your username and password

4. Provide access to Rounded by clicking Allow

5. The page will be routed back to the Client page. Click Options, then Import Gmail/Google

6. Select from one of the three options

  • Import selected as new individual clients

  • Import selected as contacts for a new client

  • Import selected as contacts for an existing client

7. Click Import selected

Remember to download the Rounded mobile app!

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