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Import a client list

You can bulk import a list of clients into Baxus using the Import clients function. If you've got a spreadsheet of clients you would like to add to Baxus, follow the steps below:

Navigate to the Clients tab and select the Import clients button in the header on the right.


Make sure your list has your client information in the right order by using our sample file spreadsheet. You can click the Download sample file link that appears in the Import clients pop up.

Once your data file is in the correct format, follow the on screen instructions to select your file and upload it to your Baxus.

Tip: If importing clients is a little to technical, email us your data list and we'll upload it for you.


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