Bulk Importing Clients via CSV

Already have a customer list in a spreadsheet? Use the bulk import to add hundreds of clients at once. Loyva validates each row, shows errors clearly, and creates both individual and company records from a single file.

Step 1: Download the template

  1. Go to Clients and click Bulk Import (or Import CSV).

  2. Click Download Template. The template is pre-filled with sample rows and uses your email in the team assignment column so you can test the flow. You can also download a copy here:

    clients_bulk_upload_template.csv

    674 bytes• Spreadsheet

Step 2: Fill in your data

The template includes these columns:

  • client_type: residential or commercial

  • external_client_id: your internal reference (optional)

  • name: required (person name for residential, company name for commercial)

  • email, phone

  • company, job_title: used on residential rows when the person works for a company

  • contact_name, contact_email: primary contact on commercial rows

  • address_line1, address_line2, city, state, postal_code, country

  • category (e.g. VIP, Premium) and notes

  • team_member_emails: semicolon-separated list of teammate emails to assign (e.g. sarah@co.com;mike@co.com)

Step 3: Upload and validate

  1. Drag the completed CSV onto the upload area (or click to browse).

  2. Loyva parses the file and shows a preview with row counts.

  3. If any rows fail validation, you'll see a list with the row number and the reason. For example "Row 5: Name is required" or "Row 8: Invalid email format".

  4. Fix the errors in your spreadsheet, re-export, and upload again. You can repeat this until the file is clean.

Step 4: Confirm the import

Once all rows are valid, click Import. Loyva creates each client, assigns the requested team members, and refreshes your Clients list. Imports of a few hundred rows typically finish in a few seconds.

Tips for clean imports

  • Save your file as CSV (Comma delimited), not Excel.

  • Use UTF-8 encoding to preserve accented characters.

  • For commercial rows, leave email/phone blank if you only have a primary contact. Put their details in contact_name / contact_email.

  • Team member emails must match users that already exist in your organization.

  • You can re-run an import to add more clients later. Duplicates by name are not auto-merged, so de-dupe in your spreadsheet first.

Note: Only Admin users can run a bulk import. Sales and Custodian users can create clients one at a time.