Uploading your client list

If you already keep your client list in a spreadsheet, you can bring it into Sophie in a few minutes. Sophie accepts common spreadsheet formats and walks you through matching each column.

Supported file formats

Sophie accepts the following file types:

• Excel (.xlsx)
• CSV (.csv)

If your file is in another format (for example, .xls or .numbers), save it as one of the above before importing.

Step 1: Open Clients

From the left-hand menu, click Clients.

Step 2: Start the import

Click the Import button at the top of the client list. A short import flow will open.

Step 3: Select your file

Drag your spreadsheet into the upload area, or click Choose file to browse for it on your computer. Then click Continue.

Step 4: Map your columns

Sophie will show a preview of your file and ask you to match each column to a field in Sophie. For example:

• A column called "Full Name" → Client Name
• A column called "Email Address" → Email
• A column called "Phone" → Phone

You can also choose to skip a column if you don't want to bring it in. Take a moment to review the mapping — getting this right means your client details land in the right place.

Step 5: Review

Sophie will show a final preview of how your clients will be added. Look it over to make sure everything looks correct.

Step 6: Confirm

Click Confirm import to finish. Sophie will add your clients and send you a confirmation when it's done. Larger files may take a moment.

Tips for a clean import

• Keep one client per row.
• Use clear column headers in the first row.
• Remove blank rows or extra notes above the headers.
• Make sure emails are valid — Sophie uses email to match and notify clients.

Need help?

If your import fails or rows don't come through cleanly, you can download an error report at the end of the import flow. For anything tricky, reach out to [email protected].