01
Prepare and import the file
- 1
Create the exact header
The first row must be Client Name, Address in that order.
- 2
Add client rows
Client Name is required; Address may be blank. Export the sheet as CSV.
- 3
Upload
Open Import clients, choose a non-empty CSV up to 1 MB, and select Import clients.
Open this page - 4
Review the result
The success page shows the filename and number of clients created.
Watch out
The importer creates new rows; it does not match, merge, or update existing clients. Review the file for duplicates before upload.
02
What the client CSV does not include
Preferred currency, contacts, projects, and billing history are not part of this two-column import.
Open this workflow in Unify Revenue
These links open the relevant product page. Sign in first if the workflow belongs to your workspace.