Importing Contacts to Your Client List

Wolbixs upports bulk import of clients from the following sources:
 

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

  • Last name

  • Email address

  • Phone numbe
     

To import clients from Google Contacts:

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  • Step 1: At the top of the Clients page, click Import.

  • Step 2: The Import wizard opens.

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

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

  • Step 5: Choose whether to Skip or Overwrite clients who already exist in your Wolbix account:
     

    • Skip: The import will skip this contact and no information will be updated.

    • Overwrite: Choose this option when you would like to overwrite the existing client with the new contact. 
       

Please Note: Existing clients are identified by their email address. 
 

  • Step 6: Click Import.

The import begins. You may continue to work on other tasks during the import process. 

  • 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.

  • Step 2: The Import your data window opens.

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

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

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

  • Step 6: Refresh the Clients page to view the imported contacts.

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Still have questions? Contact us.