Import Client Data

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

Download Client Template

Simply open our client import template and make a copy, then input your client information. 

Enter Client Information

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

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

Email & Upload

Send an email to with your client file attached

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

Let us help you get started right away

Have more questions? Submit a request
Powered by Zendesk