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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.
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  2. Click Options → Import from Gmail. If no clients exist yet, just click Import from Gmail.
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  3. Sign in to your Google account and allow access.
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  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!

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