> For the complete documentation index, see [llms.txt](https://help.whautomate.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.whautomate.com/product-guides/client-crm/bulk-import-clients.md).

# Bulk Import Clients

This guide explains step-by-step instructions on bulk importing clients into Whautomate platform.

## How to do Bulk Import 

#### STEP 1:Click the Client menu in the left side

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fe9iCJoYRQrPqrViqiwF5%2FScreenshot%2029-8-2023%20at%2004.51%20PM.png?alt=media&amp;token=7e0a8353-fb06-45e3-9fe1-fb3b6e5abc1b" alt=""><figcaption></figcaption></figure>

#### STEP 2:Click the Bulk Import button in right top corner&#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2Fxsq9HCz5QY4D4lqOx04C%2FScreenshot%2029-8-2023%20at%2005.24%20PM.png?alt=media&amp;token=011c86ac-b488-43a5-a248-bed1d11b82f3" alt=""><figcaption></figcaption></figure>

#### STEP 3:Click the Download Sample file button and choose the file where you have the details of Client

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2F6zLXVAAYbclUQEWYSKSB%2FScreenshot%2029-8-2023%20at%2005.34%20PM.png?alt=media&amp;token=343bbb34-1d6c-4f11-98e0-64975a7804d9" alt=""><figcaption></figcaption></figure>

#### STEP 4: Please make sure to edit the sample file with your clients list.&#x20;

#### STEP 5: Click the upload button and select your edited file

#### &#x20;

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FXBsSOZoSyh3Lug3HGg78%2FScreenshot%2029-8-2023%20at%2005.58%20PM.png?alt=media&amp;token=43640b78-dc10-45a5-a1d0-9caf30780ee4" alt=""><figcaption></figcaption></figure>

#### STEP 5:Click the Import button to save the details

<figure><img src="https://810714386-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FF8vuadG7OJ1fFdSBZATv%2Fuploads%2FzoOSngzvLnsMM1X3ZATV%2FScreenshot%2029-8-2023%20at%2006.02%20PM.png?alt=media&amp;token=4d55b53e-2039-48db-9a66-9ce9f0df58dd" alt=""><figcaption></figcaption></figure>