Skip to main content

Client Import

Bringing your existing clients into REMO — whether you're migrating from another platform or loading a spreadsheet — is done with the Client Import wizard.

www.remo-app.com/admin/clients/import

What you can import​

Upload a CSV or XLSX file of your clients. Common columns — name, email, phone, company — are detected automatically, so most spreadsheets work without reformatting.

The import wizard​

The importer walks through four steps:

  1. Upload — choose your CSV or XLSX file.
  2. Map columns — REMO auto-matches your headers (e.g. "Email", "First Name", "Company") to the right fields. Adjust any mapping that didn't match.
  3. Review — see each row before it's imported, and toggle individual rows off to skip them.
  4. Done — confirm to create the client records.

After importing​

  • Import history lists every import you've run.
  • Each import can be rolled back if something went wrong — undoing it removes the records that import created.
  • No invitation goes out on import. To invite the whole batch, press Send invites on the importer's Done step (it shows once client emails are on). To invite one client, open their page in People › Clients and send it from Access. Either way they can sign in and view their own jobs and billing.
Migrating from another tool

Run a small test import first (a handful of rows), confirm the column mapping looks right, then import the full list. If anything's off, roll it back and adjust.

Imported clients appear alongside everyone else in People › Clients, marked Imported until you send them an invite.