Import multiple clients at once from a CSV file or other tools.
How to import clients
- Go to Clients
- Click Import
- Choose your source (CSV, Google Contacts, etc.)
- Map the columns to Orka fields
- Review and confirm
CSV format
Your CSV should include these columns:
- Name (required)
- Company
- Phone
What happens after import
- Clients are added to your workspace
- Duplicate emails are skipped
- You can edit details after import
Business Tip: Import clients from your existing tools to save time. You can always edit their profiles later.