Import clients from a spreadsheet

You can bring an existing roster into ClassKeep from Clients. Use Export CSV for a backup, and Import CSV to add people from another tool.

Columns we accept

The first row must be headers. These names work (case-insensitive):

• Name, or First Name + Last Name (Punchpass-style)
• Email
• Phone / Phone Number / Mobile
• Status — active, paused / inactive, blocked, lead / invited
• Credits / Passes Remaining / Credit balance (optional)

How to import

1. 1
   • Open Clients
   • Click Import CSV and choose a .csv file
   • Review the dry-run: ready rows, emails that already exist (skipped), and error rows
   • Click Import to create contact-only client records

Existing emails are never overwritten. Optional credit balances are written as a CSV import ledger row.

Related

• Clients
• Credits & packages