Client Import

Import Clients From Anywhere

Bring your entire client list into Invoice My Clients in seconds. Download a template, upload a spreadsheet, or just paste your list into the AI assistant.

Import From Any Source

No matter where your client data lives today, we make it easy to bring it over. Export from your current tool and import into Invoice My Clients — no data left behind.

Excel & Google Sheets

Export your spreadsheet as CSV and upload directly.

CSV Files

The universal format — works with any tool that exports data.

QuickBooks

Export your QuickBooks client list as CSV and import instantly.

FreshBooks

Switching from FreshBooks? Export clients and bring them right over.

Wave

Export your Wave customer list and upload to Invoice My Clients.

Any Other Tool

If it exports to CSV or spreadsheet, we can import it. Period.

Two Ways to Import

Choose the method that works best for you — structured template upload for precision, or just tell your AI assistant.

Download Template & Upload

Download our ready-made CSV template, fill in your client details, and upload it to the Clients section. Your clients are created instantly with all their details intact.

  • Pre-formatted template with all supported fields
  • Drag-and-drop upload in the Clients section
  • Instant validation and duplicate detection
Get Started Free
Coming Soon

Paste Into AI Assistant

Just copy your client list from anywhere — a spreadsheet, an email, a note — and paste it into the AI assistant. It figures out the names, emails, companies, and phone numbers automatically.

  • Paste raw text, CSV, or any format
  • AI extracts and structures client data automatically
  • Review and confirm before import

How Template Import Works

Three steps from spreadsheet to fully loaded client list. No mapping, no column matching — just download, fill, upload.

  • 1
    Download the Template

    Grab the CSV template from the Clients section. It includes all the fields: name, email, company, phone, and address.

  • 2
    Fill In Your Clients

    Open in Excel, Google Sheets, or any spreadsheet app. Paste your data or fill it in manually.

  • 3
    Upload & Go

    Drag the file into the Clients section. We validate, deduplicate, and create all your client profiles in seconds.

Let AI Do the Heavy Lifting

Coming Soon

Coming soon: skip the spreadsheet entirely. Copy your client list from anywhere — an email thread, a CRM export, a notes app, or even a screenshot — and paste it into the AI assistant. It parses names, emails, companies, and phone numbers from messy, unstructured data.

  • Works with any text format — no CSV required
  • AI auto-detects client names, emails, companies, and phones
  • Handles duplicates intelligently — merges or skips existing clients
  • Creates client profiles ready for immediate invoicing
Start Importing Clients

Free forever. No credit card required. Template download available immediately.