Importing Contacts to Your Client List
Wolbixs upports bulk import of clients from the following sources:
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Google contacts
Importing Clients from Google Contacts
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This option allows you to import all contacts from any of your Google accounts. The following data is imported for each client:
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First name
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Last name
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Email address
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Phone numbe
To import clients from Google Contacts:
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Step 1: At the top of the Clients page, click Import.

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Step 2: The Import wizard opens.

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Step 3: Click Import Now. Then, select Google Contacts.

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Step 4: Select the Google account you want to import contacts from.

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Step 5: Choose whether to Skip or Overwrite clients who already exist in your Wolbix account:
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Skip: The import will skip this contact and no information will be updated.
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Overwrite: Choose this option when you would like to overwrite the existing client with the new contact.
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Please Note: Existing clients are identified by their email address.
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Step 6: Click Import.
The import begins. You may continue to work on other tasks during the import process.

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Step 7: When the process is complete, you will receive an import summary via email.


@wolbix.com
Please Note: Pre-existing clients who were skipped are listed as Weren't imported.
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Step 8: Refresh the Clients page to view the imported contacts.
Importing Clients from Square
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If you are using Square to accept payments, you can import your clients from Square into Wobix (available in the US, UK, Canada and Australia).
To import clients from Square:
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Step 1: At the top of the Clients page, click Import.

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Step 2: The Import your data window opens.

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Step 3: Click Import Now. Then, on the page that opens, select Square.

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Step 4: In the popup, sign into your Square account.

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Step 5: Review the Authorize page and click Allow to begin the import.

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Step 6: Refresh the Clients page to view the imported contacts.
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Still have questions? Contact us.