Import your clients

Bring your whole book of business in at once from a spreadsheet. Your CRM already has insurance and Medicare fields built in, so your client details land in the right place — no setup required.

Prepare your spreadsheet

1. Export your current client list to a CSV file (a .csv, not an Excel .xlsx). Keep it under 30 MB — if your list is larger, split it into two files.
2. Give each column a clear header: First Name, Last Name, Phone, Email, and any policy or Medicare details you track.
3. Clean it up: one row per client, phone numbers and emails in their own columns.

Your insurance fields are already there

You don’t need to build custom fields for policy or Medicare data — Client Streamline comes with them. During import you’ll simply match your spreadsheet columns to the fields that already exist.

Run the import

1. Open Contacts from the left menu.
2. Choose Import (look for the import option near the top of the Contacts list).
3. Upload your CSV file.
4. Map your columns. For each column in your file, pick the matching CRM field — First Name to First Name, your policy column to the matching policy field, and so on. Anything you don’t need, you can leave unmapped.
5. Review the mapping, then confirm to start the import.

The system processes the file and adds your clients. A larger list can take a few minutes.

Check your work

Open Contacts and spot-check a few records:

• Names, phones, and emails landed in the right fields.
• Policy and Medicare details show on the record.
• No obvious duplicates.

If a column didn’t map the way you expected, fix the header in your spreadsheet and re-import just those rows.

This is real client data

Your import file contains protected health information. Keep it on a secure device, don’t email it around, and delete local copies once the import is confirmed.

Next step

Your clients are in. Now learn the tools you’ll use every day — starting with your calendars and your automated follow-up.