Add & Import Clients
Add clients manually, bulk import from Excel, import contacts, and update existing data.
By Rain1 author4 articles
How to add clients?Adding clients allows you to tie a task to a customer and keep all necessary client info in one place
How to Import Clients from Excel?Upload an XLSX file to bulk-import clients into your Uku company account instead of adding them one by one. Map spreadsheet columns to Uku fields, including custom fields, and confirm…
How to import contacts from Excel?Import client contacts in bulk from an XLSX file into Uku by mapping columns, verifying matches, and confirming the import.
How to update data by import?Mass-update client and contact information in Uku by exporting your data, editing the file, and re-importing it with mapped system fields and custom fields.