How to Import Clients from Excel
TL;DR: Upload an XLSX file to bulk-import clients into Uku instead of adding them one by one. Map your spreadsheet columns to Uku fields, preview the data, and confirm the import.
Who can do this
This feature is only available for Company accounts (not Solo accounts).
You need administrator access to the company account.
Access the Import Feature
Go to Clients in the main menu.
Select your company account (if you have multiple).
Select the three-dot menu and choose Import Clients.
Prepare Your Excel File
Use an XLSX file format.
Download the sample template from the import screen for reference.
Include only the columns you need (see supported fields below).
Supported Standard Fields
The following fields can be imported. Fields marked with + under "Updatable" can also be updated via a subsequent import. Fields marked with - can only be set during the initial import.
Client name (Updatable: -)
City (Updatable: +)
Country (Updatable: +)
Country: by code -- Use country codes such as US, CA, GB (Updatable: +)
Address -- Street name and number (Updatable: +)
Postal code (Updatable: +)
Client group -- You can add several groups at once (Updatable: +)
Language -- e.g. English, French, Danish, Swedish (Updatable: +)
Client code (Updatable: +)
Notes -- An entry added to the customer's notes (Updatable: -)
Co. No (Updatable: -)
Time required -- Enter 1 for On, 0 for Off (Updatable: +)
Topic is required -- Enter 1 for On, 0 for Off (Updatable: +)
VAT Number (Updatable: +)
Financial year-end -- Use date format dd/mm/yyyy (Updatable: +)
Invoice recipients (Updatable: +)
Terms of payment (Updatable: +)
Currency (Updatable: +)
Supported Custom Fields
You can also import data into custom fields. Make sure the custom fields are already created in your Uku account before importing. Learn more in How to use client custom fields.
Text (Updatable: +)
Integer (Updatable: +)
Multiline text (Updatable: +)
Number (Updatable: +)
Choice (Updatable: +)
Multiple choice -- e.g. Xero, QuickBooks (Updatable: +)
Multiple users (Updatable: +)
Date -- Use format dd.mm.yyyy (Updatable: +)
Yes/No -- Enter 1, yes, or true for Yes; 0, no, or false for No (Updatable: +)
Password (Updatable: +)
URL (Updatable: +)
User (Updatable: +)
Upload and Configure
Upload your file by selecting Upload file or by dragging and dropping the file.
Set the header row: toggle First line is title on or off.
Map your columns: match your Excel columns to Uku fields. Green columns are automatically matched. Gray columns need manual mapping.
Preview and confirm your import settings.
Complete the Import
Select which clients to import (all or specific ones).
Select Confirm to start the import.
Wait for the completion notification.
Select View clients to see your imported data.
Next step: Set up task plans for your new clients.
Troubleshooting
The Import Clients option does not appear. Make sure you are in a Company account, not a Solo account. The import feature is not available for Solo accounts. Also verify you have administrator access.
Some columns are not mapping automatically. Uku highlights unmatched columns in gray. Manually select the correct Uku field from the dropdown for each gray column. Column headers in your spreadsheet must match Uku field names exactly for auto-matching.
Import completes but some clients are missing. Check your Excel file for empty rows, duplicate client names, or formatting issues. Re-open the import screen to see if any rows were skipped with error messages.
Custom fields are not available as mapping options. Custom fields must already exist in your Uku account before importing. Create them first in Settings & Apps > Custom Fields, then retry the import.