Importing Clients and Contacts

Bring contacts into Clients with CSV upload or Gmail import

4 min. Updated 2026-03-21.

Import Contacts into Clients

SupaBook supports two client import flows inside Clients: CSV upload and Gmail inbox import.

  1. Go to Clients

    Open Clients from the sidebar.

  2. Open the import menu

    Click Add Client in the top-right corner.

  3. Import from CSV

    Choose Import from CSV, upload your CSV file, map the columns, review the preview, and finish the import.

  4. Import from Gmail

    Choose Import from Gmail to scan your connected Gmail inbox, then select the contacts you want to add.

  5. Review the results

    Imported contacts are added as client records. Existing emails are skipped during Gmail import, and CSV import can optionally update existing clients.

Tips

  • For Gmail import, connect Gmail first and make sure emails have already arrived in your inbox
  • CSV import works best when the first row contains headers like Company Name, Contact Name, Email, or Phone
  • Use Manage contacts after import if one organization needs multiple people under the same client

Browse more Client Management help articles or return to the SupaBook Help Center.

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