Help Center Open AgencyOS

Import and export clients

Bring your client list in from a spreadsheet, or download it as a CSV file.

Moving from a spreadsheet or another tool? Import your whole client list at once instead of typing each client. You can also export the list at any time, for a backup or to work on it in Excel or Google Sheets.

Export your clients

  1. Open Clients.
  2. Click Export. AgencyOS downloads clients.csv with every client: client_name, company, email, phone, mobile, start_date and status.

Import clients

  1. In Clients, click Import. The Import clients window opens.
  2. Click Download sample CSV (callout 1). Open the sample in your spreadsheet app.
  3. Replace the example row with your clients, one row per client. Keep the column headers exactly as they are.
  4. Save the file as CSV (in Excel: File → Save As → CSV UTF-8).
  5. Under Select CSV (callout 2), choose your file and click Import.
Importing clients. 1 Download the sample, 2 Choose your file.

When it finishes, AgencyOS tells you how many clients it imported and how many duplicates it skipped. The new clients appear in the list straight away.

File rules

  • client_name is required. company, email, phone, mobile and start_date are optional. The sample’s address column is accepted but not stored.
  • Dates use YYYY-MM-DD, for example 2026-09-13.
  • status is active or inactive. Leave it blank for active.
  • Up to 5,000 clients in a file of 10 MB or less.

Full column list: CSV templates.

Duplicates and errors

  • A row with the same name and company as an existing client is skipped. Import never updates existing clients; edit those in Clients.
  • If any row is invalid, for example a missing name, a bad date or an unknown status, nothing is imported. AgencyOS names the row and the problem; fix it and upload the file again.
  • If the file has no client_name column, download the current sample and copy your data into it.