Documentation Clients & CRM Importing and exporting clients

Importing and exporting clients

Import clients from CSV or export your client data.

Import and export clients

Move client data in and out of Zencal using CSV files.

Importing clients

  1. Prepare a CSV file with client data
  2. Go to Clients > Import
  3. Upload your CSV file
  4. Map columns to Zencal fields
  5. Review and confirm import

Required CSV columns

  • Email (required)
  • Name
  • Phone
  • Additional custom fields

Exporting clients

  1. Go to Clients
  2. Optionally filter the list
  3. Click "Export"
  4. Choose format (CSV, Excel)
  5. Download the file

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