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Clients and groups

Import and export clients with CSV

Bring in your existing investor list with a mapped, checked import, and export clients to a spreadsheet.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Import

  1. Open Clients and choose Import. Download the template if you want a starting point.
  2. Upload your CSV file, with a header row, up to 1 MB.
  3. Map columns: tell EasyHaus what each column contains. Columns you set to Ignore are not imported.
  4. Choose Check file. The report lists any problems by row.
  5. When all rows are valid, choose Import.
  • The import is all or nothing. A single invalid row stops it, and nothing is created.
  • Groups named in the file are created if they do not exist yet.
  • The client limit of the free trial applies to rows with the active status.
  • Columns that match one of your custom fields are imported into it.
  • Existing emails are rejected, because each client email must be unique.

Tip: Import clients as prospects first, check them, and make them active when they are ready to invest.

Export

On the client list choose Export CSV. The export respects the search, status, client type and group filters and the archived toggle. Cells that look like spreadsheet formulas are escaped. For personal data of one client, see Client data export and erasure.

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