How can I import clients in bulk through a .CSV file?

You can add a list of many clients to your Basil at once, even hundreds. First, click your icon at the top-right of Basil and select ‘Import Clients’.

There are instructions there and a link to download the template .CSV file. Once you have added the desired rows to the .CSV file, you can save it and upload it on the next page of Basil. It will give feedback on any errors received. If you need additional assistance with troubleshooting those errors, you can contact Basil support. 

If successfully uploaded, you will see the newly added Clients in the People tab of Basil.