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Update Existing Clients From A CSV File

Overview

This tutorial will show you how to update multiple clients, prospective clients, and leads in StudioCloud with new client information from a csv file.

Limitations

Please note that this method can only update the following client information:

  • Business Name
  • First Name
  • Last Name
  • Street
  • City
  • State
  • Zip/Postal
  • Email
  • Home Phone
  • Work Phone
  • Cell Phone
  • Notes
  • Customer Number
  • Title
  • Suffix
  • Gender
  • Country
  • Tag

How to Import Clients/Prospective Clients/Leads from a CSV/Excel Spreadsheet Into the Import Data Into Existing Clients Window

  1. Go to the Clients component
  2. Click on the Settings tab
  3. Click on the Update Existing Clients button
  4. Click the Import Options menu option
  5. Select the Import from CSV (Comma Separated) menu item
  6. Select a CSV file from your computer
  7. Select your desired matching method

How to Match Clients

StudioCloud offers three ways to match clients in the csv file to clients in StudioCloud. Select the desired method. If a match is not found StudioCloud will ignore the client and not update anything.

  • Match Clients Based Upon Client Number
    • If this method is chosen you must have a column selected for client numbers
  • Match Clients Based Upon Client Number and First and Last Name
    • If this method is chosen you must have a column selected for client numbers, first name, and last name
  • Match Clients Based Upon First and Last Name
    • If this method is chosen you must have a column selected for first name and last name

How to Update Clients

Once you have imported the clients using a CSV file and selected the desired matching method you must then select the columns that you want updated. Please leave the columns blank that you do not want updated. Click the save button once you are ready to update clients.