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Import Clients

Import multiple clients at once from a CSV file or other tools.

How to import clients

  1. Go to Clients
  2. Click Import
  3. Choose your source (CSV, Google Contacts, etc.)
  4. Map the columns to Orka fields
  5. Review and confirm

CSV format

Your CSV should include these columns:

  • Name (required)
  • Email
  • 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.