Client Onboarding

Client Onboarding Import Wizard

Upload a spreadsheet to mass-import properties, contacts, and users in one shot.

1Upload
2Preview
3Duplicate Check
4Import
5Done

Start with the template

Download the Excel/CSV template, fill in your client's data, then upload it here. The wizard handles 3 data types in one file:

Properties

Locations, addresses, type, sq. ft., FreshBooks ID

Contacts

Client contacts linked to each property

Users

Staff & clients (invite emails sent automatically)

Upload your spreadsheet

Supports Excel (.xlsx, .xls) and CSV files

Column Reference
Column names are flexible — AI maps them automatically

Properties Sheet

  • name *
    required
  • address *
    required
  • status
  • vendor_service
  • notes
  • freshbooks_client_id

Contacts Sheet

  • property_name *
    required
  • contact_name
  • contact_email
  • contact_phone
  • contact_role
  • is_primary

Users Sheet

  • full_name
  • email *
    required
  • role
  • phone
  • role: admin / manager / client / user