DiMarAg Hub · Public Help
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Frequently asked questions
FAQ-018How do I import clients from a file, and which formats are supported?Clients, leads and contacts · Agency and team
In Tools → Bulk Client Import, upload a CSV or tab-delimited text file (.csv, .tsv, or .txt), preferably encoded as UTF-8. The limits are 5 MB, 500 rows, and 30 columns. If you use Excel, export to UTF-8 CSV; do not upload an .xlsx file directly. Map each column to its field, review the preview and warnings, and resolve possible duplicates before importing.
After the import, review the counts for created records, added contacts, skipped rows, and failures. Do not repeat the entire import if only some rows failed. This import does not create services, invoices, or portal invitations.
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