Getting started
Importing your existing client list
6 min read
If you have an existing spreadsheet of clients, you can bulk-import them to save time.
CSV format
Export your spreadsheet to CSV with columns: name, email, phone, preferred_language, timezone. Optional columns: vak_preference, neurological_level, notes. Save as UTF-8.
Import steps
Go to Portal > Clients > Import. Upload your CSV. Map the columns to fields. Preview the first 10 rows before confirming. Duplicates (by email) are flagged, not overwritten.
What gets imported
Contact details, language, timezone, and any notes you include in the notes column. Client goals, VAK profiles, and session history are set up during onboarding, not import.
Limits
Imports are processed in batches of 200. Large lists will show a progress indicator. Don't close the tab during import.