# Import Clients #### **AgencyHandy – Import Clients Feature FAQs** *** **1. What is the purpose of the Import Clients feature in AgencyHandy?** The Import Clients feature allows users to seamlessly transfer client information from external sources into AgencyHandy, saving time and reducing manual data entry. *** **2. Who can use the Import Clients feature?** Only users with an active AgencyHandy account and appropriate permissions can access and use the Import Clients feature. *** **3. What file formats are supported for importing clients?** AgencyHandy supports importing client data using CSV (Comma-Separated Values) files. *** **4. How do I access the Import Clients feature?** Log in to your AgencyHandy account, navigate to the "Clients" section, and click on the "Import" option located at the top right corner. *** **5. What information should be included in the CSV file?** The CSV file should contain client details such as client name, company name, email, country, state, city, and zip code. *** **6. Is it necessary to include column headers in the CSV file?** No, there is no need to provide column names at the top. AgencyHandy automatically matches your data columns with its system fields. *** **7. Can I manually map fields during the import process?** Yes, if prompted, you can manually map the fields in your CSV file to the corresponding fields in AgencyHandy. *** **8. What happens after I upload the CSV file?** After uploading, you'll have the opportunity to preview the imported client list to ensure accuracy before finalizing the import. [docs.agencyhandy.com](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/import-clients?utm_source=chatgpt.com) *** **9. How do I finalize the import process?** Once you've reviewed the data, click the "Save" button to complete the import process. [The Endearing Designer+3docs.agencyhandy.com+3Product Hunt+3](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/export-clients?utm_source=chatgpt.com) *** **10. Will I receive a confirmation after importing clients?** Yes, upon successful import, a confirmation message will indicate that the clients have been successfully added to AgencyHandy. [docs.agencyhandy.com](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/import-clients?utm_source=chatgpt.com) *** **11. Can I import clients without an email address?** No, an email address is required for each client to ensure proper communication and account setup. *** **12. What should I do if the system doesn't recognize a column in my CSV file?** You can manually select the appropriate column from the dropdown menu during the field mapping step to ensure accurate data import. [docs.agencyhandy.com](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/import-clients?utm_source=chatgpt.com) *** **13. Is there a limit to the number of clients I can import at once?** There is no specified limit; however, it's advisable to ensure your CSV file is well-structured and free of errors for a smooth import process. *** **14. Can I import additional client details beyond the basic fields?** Yes, you can include extra columns in your CSV file, and during the import process, you can map these to corresponding fields in AgencyHandy. [docs.agencyhandy.com](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/import-clients?utm_source=chatgpt.com) *** **15. What happens if there are duplicate entries in my CSV file?** AgencyHandy will handle duplicates based on the email address. It's recommended to ensure each client has a unique email to prevent duplication. *** **16. Can I undo an import if I realize there was an error?** Currently, there's no direct undo feature. You would need to manually delete the imported clients or correct the data as necessary. *** **17. Will imported clients receive any notification?** Yes, clients will receive an email containing a secure login URL, allowing them to access their profile on AgencyHandy. *** **18. Can I import clients into specific categories or groups?** While the import process focuses on client details, you can later categorize or group clients within AgencyHandy as needed. *** **19. Is it possible to schedule regular imports?** AgencyHandy currently supports manual imports. For automated or scheduled imports, consider integrating with other tools or using APIs if available. *** **20. What should I do if I encounter errors during the import?** Review the error messages provided, ensure your CSV file is correctly formatted, and that all required fields are filled. If issues persist, contact AgencyHandy support. *** **21. Can I import clients from other CRM platforms?** Yes, as long as you can export your client data into a CSV format, you can import it into AgencyHandy. *** **22. Does AgencyHandy provide a sample CSV template for imports?** While not explicitly mentioned, it's advisable to refer to the preferred format: client name, company name, email, country, state, city, and zip code. [docs.agencyhandy.com](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/import-clients?utm_source=chatgpt.com) *** **23. Are there any data validation checks during import?** Yes, during the preview step, you can verify the accuracy and completeness of the data before finalizing the import. *** **24. Can I import clients with international addresses?** Yes, ensure that the country, state, city, and zip code fields are correctly filled to accommodate international addresses. *** **25. Where can I find more detailed guidance on importing clients?** For a comprehensive guide, refer to the official AgencyHandy documentation on importing clients: [docs.agencyhandy.com](https://docs.agencyhandy.com/en-us/agencyhandy-user-guide-for-agency/crm/clients/import-clients?utm_source=chatgpt.com).