Switching from another system? Import your clients in bulk with a CSV so you don't have to re-enter everyone by hand.
Prepare your file
Export your clients from your previous system as a CSV. At minimum include first name, last name, and email. Phone number, date of birth, and address are recommended so records are complete.
- One client per row, with a header row naming each column.
- Use ISO dates (YYYY-MM-DD) for date of birth to avoid ambiguity.
- Remove duplicate rows before importing.
Run the import
- 1Go to Clients → Import.
- 2Upload your CSV and map each column to a mePro field.
- 3Review the preview for any flagged rows, then confirm.
- 4Optionally send portal invites to everyone at once, or hold off until you're ready.
Tip: Import a small test file of 2–3 clients first to confirm your column mapping before uploading the full list.
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