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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: Client name. Every other column is optional — a file containing nothing but names will import successfully.
You can import up to 1000 rows at a time. Split larger files.
Optional columns you can include:
| Data | Example values |
|---|---|
| Client name | Jane Smith |
| Business name | Acme Ltd |
| jane@acme.com | |
| Phone | +91 98765 43210 |
| Company type | individual, proprietorship, partnership, llp, pvt_ltd, ltd, government, ngo, other |
| GST / Tax ID | 29ABCDE1234F1Z5 |
| City | Mumbai |
| State | Maharashtra |
| Country | India |
| Notes | Key account |
You can download a sample CSV template 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. The limit is 1000 rows per import.
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 matched an existing client and your sync mode was Skip existing |
| Error | Row failed to import — reason shown |
Duplicate Handling
What counts as a duplicate is checked in three passes, in order: email, then name + business name, then name on its own. If a row matches more than one existing client, it is reported as an error rather than guessed at.
What happens to a match depends on the sync mode you pick before importing:
| Mode | Behaviour |
|---|---|
| Skip existing (default) | Matching clients are left untouched and reported as Skipped |
| Update existing | Matching clients are updated. Blank cells never erase existing values |
| Create only | Every row is treated as new |
TIP
Run a small test import with 5–10 rows first to validate your column mapping before importing a large file.
Imported Clients and the Portal
Importing adds clients to your directory. It does not give them access to the client portal, and it does not email them.
Because portal access is what lets a client open a proposal or invoice you share, invite them before sending anything: open the client, go to the Contacts tab, and click Invite next to the person who should have access. A contact needs an email address on record before they can be invited.
See Client Portal Access for the full flow.