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How do I import clients using the upgraded workflow in Bolster?

Drop a spreadsheet into Settings > Import data, confirm it is a Customers import, check the AI column mapping, and save the imported changes.

Overview
The Import data page lets you drop in a spreadsheet of your leads or clients and have Bolster import them. AI classifies the file and maps its columns to Bolster's fields, and you review everything before it is saved.

Before You Begin

  • Have your leads or clients in a spreadsheet file, such as an Excel sheet or CSV. CSV usually works best.

Open the Import Page

1. In the left-hand menu, click Settings.

2. Scroll to the bottom of the Settings menu and click Import data.

 

Upload and Classify Your File

1. Drag your file onto Drop files here or click to browse, or click it to select the file. The file is listed below the drop area.

2. Click Continue.

3. Under File classification, check the type AI has assigned to your file. To change it, click the dropdown next to the file and select Items, Customers, Vendors, Jobs or Skip. For leads or clients, select Customers.

4. Click Continue to review.

 

Check the Column Mapping

1. Under AI column mapping, check that each column in your file is matched to the right field (for example, First Name to First name and Last Name to Last name).

2. If a column is mapped incorrectly, click its dropdown and select the correct field.

3. Click Next. A progress bar shows while your file loads.

 

Review and Save the Import

1. In the Client list, check the imported rows.

2. To make an adjustment, click a cell and edit the value.

3. Click Save imported changes. When the import is complete, a message confirms how many items were imported or updated.

 

Tips & Best Practices

  • Use CSV When You Can: CSV files usually import best.
  • Always Check the Mapping: If your file contains extra columns, AI will recognize them. Make sure each one is matched to the right field before you continue.

Why This Matters

  • You can bring an existing list of leads or clients into Bolster in one upload instead of adding them one by one.
  • Reviewing the mapping and the client list before saving makes sure your data lands in the right fields.

Summary

To import leads or clients, go to Settings > Import data, drop in your spreadsheet, and click Continue. Confirm the file is classified as Customers, click Continue to review, check the AI column mapping, then click Next. Review the Client list, make any adjustments, and click Save imported changes.