Bulk Import Clients

Required for each client:

• First name
• Last name
• Email

Optional:

• Phone number
• Notes or description
• Session data (e.g. "4/10 sessions"). If included, Foundations will automatically create a session block for that client with the correct number of sessions used and remaining.

Adding just one client? The Add client dialog can bring in an existing block too. Tick "They're part-way through a block they've already paid for" and enter the sessions in the block and the sessions already used. Either way, the block is added as active with no Foundations invoice attached, so it adds nothing to your earnings in Finances.

An existing block can only be brought in when the client is first created. It can't be added to a client who is already in Foundations. Blocks for existing clients are created and invoiced through Foundations as normal.

The importer is flexible. All of the following formats work:

Column headers are flexible too. "First Name", "firstname", "Name", and "Client" are all recognised. Full names are automatically split into first and last name.

There are two ways to get your data in:

Copy/Paste tab: Copy data from a spreadsheet, notes app, or anywhere else and paste it in, then click Validate & Continue. Foundations parses it and opens the Spreadsheet tab with your clients filled in.

Spreadsheet tab: Type client details directly into the rows. Useful if you're adding a handful of clients from memory or a paper list.

Both paths lead to the same spreadsheet preview. The steps:

1. Navigate to the Clients page.
2. Click the three dots (⋮) next to Add client in the top-right corner, then choose Bulk import clients.
3. Paste your data into the Copy/Paste tab and click Validate & Continue. Or switch to the Spreadsheet tab, click Add Row and type it in.
4. Review the spreadsheet preview. You can edit any cell, add rows, or delete rows before importing.
5. Click the import button, which shows how many clients are ready (for example Import 12 Clients). It stays greyed out until every error is fixed.

Before you confirm the import, Foundations shows you a spreadsheet preview of every client that will be created. You can:

• Edit any cell (click it and type)
• Delete rows you don't want to import
• Add new rows manually
• Fix validation errors inline (they're highlighted in red)

You can import up to 50 clients at a time. If you have more, run the import in batches.

After the import completes, successfully imported clients appear in your clients table immediately. You can schedule sessions, create session blocks, and send invoices for them as normal.

Validation errors are shown inline in the spreadsheet preview so you can fix them before importing. Common issues:

• Missing required fields (first name, last name, or email is empty)
• Invalid email format: check for typos in email addresses
• Duplicate name: the same name appears in more than one row of your import. Rename or delete one of the rows. A client who is already in your account is not an error. Their row is marked "Already in your client list. Will be skipped." and left out of the import, so the existing client is not changed.
• Invalid session data: sessions used must be less than total sessions