How do I import my clients?

In 3 simple steps, upload your entire customer list into your PocketSuite account so you can get started right away.

1.Simply download our client import template to CSV or Excel

 2. Add client contact information, location information, lead source information, and notes

Copy over from existing customer files, or enter details manually from your desktop

 3. Send an email to with your client file attached

Your client data will be uploaded directly to your account in PocketSuite account

No need for you to manually add any client information, allowing you to get started right away

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