How to Import Your Clients
In Houzz Pro you have a space to store the contact information for all your clients, and it's simple to import existing client lists so that all your contacts' information is ready for you to use as needed.
To import your contacts, follow these steps:
1. In the Company menu, select the Clients section.
2. Under the Options menu in the upper right, click "Import Client List (csv file)".
3. Click "this template" at the top or right of the pop-up screen to download the CSV file template.Â
4. Open the downloaded template and fill in your contacts, or copy the template formatting on your own file to match. Follow the tips detailed in the pop-up for a successful import, including making sure Name, Email and Address columns are not left blank, listing one client per row, not abbreviating the state (county in above screenshot), and separating categories with a comma.
5. Save the completed CSV file.
6. Either click Upload CSV and attach the CSV file, or drag and drop the CSV file into the box. Your contacts will import immediately, and you will see them in your clients list.
In the clients list, you can click on a contact to see its details. To edit a client, click Edit to the right of their name.