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Import and export clients

Bring in clients from your previous records or download the client directory as CSV.

Export clients to CSV​

  1. Go to Reports and open the Client Directory tab.
  2. If you want, filter by client type or tax zone, or search by text.
  3. Click Export CSV.

Only the clients that match the filters are exported. The CSV includes these columns: name (Client Name), email, phone, address, tax ID, fiscal zone, type, created date, invoice count and total revenue.

To download your invoices, expenses and contacts as CSV in one go, use Settings → Account → Export Data.

Frihet does not offer direct export to Stripe, HubSpot or Google Sheets. If you need to move clients to another tool, import the exported CSV there.

Import clients from CSV​

  1. Go to Contacts, open the client list and click Import.
  2. Upload your CSV file or drag it into the window. Frihet only accepts CSV files.
  3. Review the readiness table: Frihet detects the file type, maps each source column to a target field and shows the mapping confidence, plus total, valid and error rows.
  4. Resolve the warnings (unmapped required fields, duplicate or ambiguous columns, invalid values).
  5. Click Import with the number of clients that will be imported.

You can also drop the file in Settings → Import & migrate. Universal capture recognizes whether the CSV looks like clients, products, expenses or invoices and takes you to the right importer.

Fields the client importer recognizes​

Name, tax ID, email, phone, address, city, postal code and country. Frihet maps each column in the file to one of these fields automatically based on its name. If a column matches no field, or matches several, it is flagged in the report for you to review.

name,tax_id,email,phone,city
Beers Ltd,B87654321,info@beers.com,+34 91 123 45 67,Madrid
María López,87654321B,maria@example.com,+34 666 123 456,Barcelona

Duplicates​

Clients whose tax ID already exists in your account are skipped automatically. When the import finishes, Frihet shows how many clients were imported, skipped and failed. Importing the same file twice does not duplicate clients that have a tax ID.

Bulk operations​

When you select several clients in the list, the only bulk action available is deleting the selection. Frihet has no bulk actions for payment term, region or tags, and no function to merge duplicate clients. To change that data, edit each client.

Syncing with other tools​

Frihet does not continuously sync clients with HubSpot, Pipedrive, Salesforce or Google Sheets, but it can import them once from the matching integration in Integrations: HubSpot, Pipedrive, Salesforce, Zoho CRM or Google Sheets. To export the directory, use the CSV export from Frihet.

Common problems​

The importer flags unmapped columns​

Rename the column in the file with a clear name (for example name, tax_id, email) and upload it again. If two columns compete for the same field, remove one.

"Could not process the file"​

Check that the file is a valid CSV:

  • Save it with UTF-8 encoding.
  • Use a comma or semicolon as the delimiter.
  • If you edit it in Excel, save it again as CSV and upload it again.

A client shows as skipped​

Its tax ID already exists in your account. Edit the existing client instead of importing it again.

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