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.
01 / Client Import
Move your client list in minutes
No matter where your client data lives today, Client Import makes it easy to bring it over. Export from your current tool and import into Invoice My Clients with no data left behind and no manual re-typing.
There are two ways to do it. Download a ready-made template and upload a filled-in spreadsheet, or simply paste your raw list into the AI assistant and let it structure the data for you.
- Import from Excel, Google Sheets, or any CSV export.
- Switch from QuickBooks, FreshBooks, Wave, or any other tool.
- Pre-formatted template covers name, email, company, phone, and address.
- Instant validation and duplicate detection on every upload.
02 / Capabilities
Import from any source
If it exports to CSV or a spreadsheet, we can import it. Bring your clients over from wherever they live today.
CSV template
Download our pre-formatted CSV template with every supported field, fill it in, and drag it into the Clients section.
Excel and Google Sheets
Export your spreadsheet as CSV and upload it directly. No column mapping or matching required.
Paste into AI assistant
Coming soon: copy your list from anywhere and paste it into the assistant. It detects names, emails, companies, and phones automatically.
Switch from any tool
Migrating from QuickBooks, FreshBooks, or Wave? Export your client list and bring it right over.
Validation and dedupe
Every import is validated and checked for duplicates so you never end up with two records for the same client.
Ready to invoice
Imported clients are created with their full details intact, ready for invoicing the moment the upload finishes.
03 / Process
How template import works
Download the template
Grab the CSV template from the Clients section. It includes name, email, company, phone, and address.
Fill in your clients
Open it in Excel, Google Sheets, or any spreadsheet app and paste your data or fill it in manually.
Upload and go
Drag the file into the Clients section. We validate, deduplicate, and create every profile in seconds.
Start invoicing
Your full client list is ready. Pick any client and send their first invoice right away.
04 / FAQ
Client Import FAQs
What file formats can I import?
CSV is the universal format and works with any tool that exports data, including Excel and Google Sheets. Export to CSV from your current app and upload it directly.
Can I switch from QuickBooks, FreshBooks, or Wave?
Yes. Export your client list from your current tool as CSV and import it into Invoice My Clients with no data left behind.
Will it create duplicate clients?
No. Every upload is validated and checked for duplicates, so existing clients are merged or skipped rather than re-created.
Can I paste a list instead of uploading a file?
Pasting a raw list into the AI assistant is coming soon. It will detect names, emails, companies, and phone numbers from unstructured text automatically.
Bring your clients over in seconds.
Download the template or paste your list and start invoicing your whole book today.
Free forever. No credit card required. Template download available immediately.