Skip to main content

Importing client data from Gmail/Google Account

Quickly bring your Gmail contacts into your client list

Written by Michelle
  1. Go to Clients in the left menu.

  2. Click OptionsImport from Gmail. If no clients exist yet, just click Import from Gmail.

  3. Sign in to your Google account and allow access.

  4. Choose the import method for your contacts:

    • As new clients

    • As contacts for a new client

    • As contacts for an existing client

  5. Click Import selected to finish.

Remember to download the Rounded mobile app!

Did this answer your question?