Clients
Clients are the companies you send proposals to. Every proposal belongs to one client.
Client fields
A client has a company name, a contact name and an email address, all required, and an optional phone number and tags.
In the client form, separate tags with commas. Proposal emails, follow-ups and signature confirmations all go to the client's email address.
Import from CSV
In Clients, choose Import and pick a .csv file. Columns are read by position, not by the names in the header row, so keep them in this order:
| Column | Field | Required |
|---|---|---|
| 1 | Company name | Yes |
| 2 | Contact name | Yes |
| 3 | Yes | |
| 4 | Phone | No |
| 5 | Tags | No |
- Separate columns with commas. Put a value in double quotes if it contains a comma, and write a double quote inside it twice.
- Separate tags with semicolons, for example
design;retainer. - The header row is optional. The first row is treated as a header, and skipped, if it contains the word company, email or contact.
- Rows without a company name, contact name or email are skipped. Email addresses are not checked for format, and duplicates are not detected.
- A value cannot span several lines.
- The file needs at least two non-empty rows, so a file with one client and no header imports nothing.
Company Name,Contact Name,Email,Phone,Tags
Northwind Studio,Anna Nowak,anna@northwind.example,+48 600 000 000,design;retainer
"Contoso, Ltd.",Mark Lee,mark@contoso.example,,When the import finishes, Declario tells you how many clients were imported and how many rows were skipped.
Export to CSV
Export in Clients downloads every client as clients-YYYY-MM-DD.csv, with the header Company Name,Contact Name,Email,Phone,Tags.
Tags are joined with a semicolon and a space. Values containing commas, quotes or line breaks are quoted. The file contains all clients, not only those matching the current search, and it can be imported again as it is.