Use Excel import when you need to add more than a few clients. Note: This feature is only available for Company accounts.

Select your company account (if you have multiple)

Click the three-dot menu and select Import Clients

1. Go to Clients in the main menu
2. Select your company account (if you have multiple)
3. Click the three-dot menu and select Import Clients

Download our sample template for reference

Include only the columns you need (see supported fields below)

1. Use an XLSX file format
2. Download our sample template for reference
3. Include only the columns you need (see supported fields below)

If you have any additional information about the clients, you can simply import it into the custom fields. You will first need to make sure the custom fields are already created in your Uku account. You can learn more about custom fields in <a href="https://help.getuku.com/en/articles/4965610-how-to-use-client-custom-fields">this article</a>.

Upload your file by clicking "Upload file" or drag-and-drop ​

Set header row: Toggle "First line is title" on/off

Map columns: Match your Excel columns to Uku fields

- Green columns = automatically matched
- Gray columns = need manual mapping ​

Preview and confirm your import settings

1. Upload your file by clicking "Upload file" or drag-and-drop ​
 
 
2. Set header row: Toggle "First line is title" on/off
3. Map columns: Match your Excel columns to Uku fields
 - Green columns = automatically matched
 - Gray columns = need manual mapping ​
 
 
4. Preview and confirm your import settings

Select which clients to import (all or specific ones)

Click "View clients" to see your imported data

1. Select which clients to import (all or specific ones)
2. Click Confirm to start the import
3. Wait for the completion notification
4. Click "View clients" to see your imported data

Next step: Set up <a href="https://app.intercom.com/a/apps/f8jjm6zj/articles/articles/3490577/show" rel="nofollow noopener noreferrer" target="_blank">task plans</a> for your new clients.

Instead of entering customers one by one, you can use XLSX import for a large customer base.

How to Import Clients from Excel?

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FIELD IN UKU	VALUE TO ENTER	UPDATING VIA IMPORT
Client name		-
City		+
Country		+
Country: by code	Use country codes (US, CA, GB)	+
Address	Street name and number	+
Postal code		+
Client group	You can add several groups at once	+
Language	e.g. English, French, Danish, Swedish	+
Client code		+
Notes	An entry that is added to the customer's notes	-
Co. No		-
Time required	1 - On 0 - Off	+
Topic is required	1 - On 0 - Off	+
VAT Number		+
Financial year-end	05/12/2025	+
Invoice recipients		+
Terms of payment		+
Currency		+

UKU FIELD TYPE	VALUE TO ENTER	UPDATING VIA IMPORT
Text		+
Integer		+
Multiline text		+
Number		+
Choice		+
Multiple choice	e.g. Xero, QuickBooks	+
Multiple users		+
Date	dd.mm.yyyy	+
Yes/No	YES - 1, yes, true NO - 0, no, false	+
Password		+
URL		+
User		+

How to Import Clients from Excel?

Step 1: Access the Import Feature

Step 2: Prepare Your Excel File

Supported Import Fields

Step 3: Upload and Configure

Step 4: Complete Import