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Importing Clients
If you have an existing client list in a spreadsheet, you can bulk-import it into Omako using a CSV file.
Go to Clients → Import clients.
Step 1 — Prepare Your CSV
Your CSV file must have a header row. The column names do not need to match Omako's field names exactly — you'll map them in the next step.
Required column: at least one of name or email.
Optional columns you can include:
| Data | Example values |
|---|---|
| Client name | Jane Smith |
| Business name | Acme Ltd |
| jane@acme.com | |
| Phone | +91 98765 43210 |
| Website | https://acme.com |
| Company type | Startup |
| GST / Tax ID | 29ABCDE1234F1Z5 |
| City | Mumbai |
| State | Maharashtra |
| Country | India |
| Notes | Key account |
You can download a sample template (CSV or Excel) from the import page to use as a starting point.
Step 2 — Upload
Drag and drop your CSV file onto the upload area, or click Browse to select it. Files up to 5 MB are supported.
Step 3 — Map Columns
Omako shows your CSV column headers on the left and the corresponding Omako field on the right. Use the dropdowns to match them up.
If your CSV already uses standard names (e.g. email, name), Omako will auto-map them. Review the mappings and correct any that are wrong.
Columns you don't want to import can be set to Skip this column.
Step 4 — Preview
Before importing, Omako shows a sample of the first few rows so you can verify the data looks correct. Any rows with validation issues (e.g. invalid email format, invalid GSTIN) are highlighted with an explanation.
You can choose to:
- Fix the file and re-upload
- Skip invalid rows and import the rest
Step 5 — Import
Click Import. Omako processes the file and shows a results summary:
| Result | Meaning |
|---|---|
| Created | New client added |
| Updated | Existing client matched by email and updated |
| Skipped | Row had errors or was a duplicate with no changes |
| Error | Row failed to import — reason shown |
Duplicate Handling
If a client with the same email address already exists, Omako will update their record with the new data rather than creating a duplicate.
TIP
Run a small test import with 5–10 rows first to validate your column mapping before importing a large file.