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Import Clients from CSV

Already have a client list in a spreadsheet? Import them into FORGE in just a few clicks.

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Preparing Your CSV

Your CSV file should have columns for client information. Common columns:

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Importing

1. Go to CRM section
2. Click Import
3. Drag and drop your CSV file (or click to browse)
4. FORGE shows your columns and sample data

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Mapping Columns

For each column in your CSV:

1. Select which FORGE field it maps to
2. Available fields: Name, Email, Phone, Tags, Notes
3. Leave unmapped columns as “Skip”

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Preview & Confirm

Before importing:

1. Review the preview showing how data will be imported
2. Check for any duplicates (FORGE warns if emails already exist)
3. Click Import Clients

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After Import

Once imported:

• Clients appear in your CRM list
• You can edit any client to add more details
• Start linking trips and adding notes

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Tips