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Import and export clients

Transfer clients between systems, perform backups, or integrate data from your previous records.

Export clients to CSV​

Simple Download​

  1. Go to Clients
  2. Click on Export > CSV
  3. File clientes-{fecha}.csv is downloaded

The file contains all columns:

nombre,tipo,cif_nif,email,telefono,ciudad,pais,fecha_creacion
Acme Corp,empresa,A12345678,contacto@acme.com,+34 91 123 45 67,Madrid,ES,2025-11-15
Juan García,persona,12345678A,juan@email.com,+34 666 123 456,Barcelona,ES,2026-01-10

Export with Filters​

Before exporting, apply filters:

  1. Filter by type (companies / individuals)
  2. Filter by region or country
  3. Filter by date range (new clients)
  4. Then export

Only filtered clients are exported.

Use Cases​

  • Accounting system change: Export clients to import into new software
  • Backup: Regularly save secure CSV
  • Manual invoicing: Export to create correspondence in Word/Excel
  • Integration: Send clients to marketing tool or CRM

Import clients from CSV​

Prepare file​

Create a CSV with minimum columns:

nombre,tipo,cif_nif,email
Beers Ltd,empresa,B87654321,info@beers.com
María López,persona,87654321B,maria@example.com
Servicios TI SL,empresa,C11223344,contacto@servicios-ti.es

Automatically recognized columns:

ColumnRequiredExample
nombreYes"Acme Corp"
tipoYescompany / individual
cif_nifYesA12345678 / 12345678A
emailNocontacto@empresa.com
telefonoNo+34 91 123 45 67
ciudadNoMadrid
paisNoES
regionNoMadrid
codigo_postalNo28001
webNowww.empresa.com

Smart Column Detection​

Frihet uses AI to automatically detect columns even if they have slightly different names:

  • "Company" = "nombre"
  • "Client Type" = "tipo"
  • "NIF" / "CIF" = "cif_nif"
  • "Email" / "Mail" / "E-mail" = "email"
  • "Phone" / "Tel" = "telefono"
  • "City" / "Municipality" = "ciudad"
  • "Web" / "Website" = "web"

This allows importing files from other systems without manual reformatting.

Import Process​

  1. Go to Clients > Import > From CSV
  2. Drag file or select from disk
  3. Frihet validates format and shows preview:
    • Rows to import
    • Detected columns
    • Problems found
  4. Resolve conflicts (see below)
  5. Click Import

Validation and Conflicts​

During import, Frihet verifies:

Duplicates​

If the CIF/NIF already exists in your account:

  • Option 1: Skip (do not import that client)
  • Option 2: Update existing client data
  • Option 3: Create new with import data

Invalid CIF/NIF​

If the format is not valid:

Fila 5: "Acme Corp" — CIF "123" no válido
Sugerencia: ¿Quisiste decir "A12345678"?

You can:

  • Correct before importing
  • Leave blank (requires manual editing later)
  • Skip that row

Duplicate Email​

If the same email is registered for 2 clients:

Fila 3: "García & Asociados" usa email "contacto@empresas.com"
También en: "García Servicios Legales" (existente)

Choose which to keep or create a new one with a different email.

Example: Import from Excel​

If your clients are in Excel:

  1. Open file in Numbers / Excel
  2. Select data range
  3. Copy (Cmd+C)
  4. In Frihet, go to Clients > Import
  5. Paste (Cmd+V) into the import area
  6. Frihet automatically detects format

Batch Operations​

After importing, you can apply changes to multiple clients:

Assign Payment Term​

  1. Go to Clients
  2. Select multiple (checkbox in list)
  3. Click Actions > Set payment term
  4. Choose term (30, 60, 90 days)
  5. Apply to all selected

Change Region​

Useful if you imported clients from another branch:

  1. Select clients
  2. Actions > Edit region
  3. New region: Catalonia
  4. Apply

Add Tag​

Categorize imported clients:

  1. Select clients
  2. Actions > Add tag
  3. Create tag (e.g.: "Imported 2026")
  4. Apply

Tags allow filtering later.

Export to Other Tools​

To Stripe (for payments)​

Frihet exports clients to Stripe-compatible format:

  1. Go to Clients > Export
  2. Select Stripe Format
  3. JSON with correct structure is downloaded
  4. Import into Stripe dashboard

To HubSpot (CRM)​

  1. Clients > Export > HubSpot
  2. Frihet generates integration token
  3. Automatically synchronizes bidirectional (Business plan)

To Google Sheets​

For collaboration:

  1. Clients > Export > Google Sheets
  2. A new shareable sheet opens
  3. Changes in Sheets synchronize to Frihet (1-hour delay)

Continuous Synchronization​

In Business plan, enable synchronization:

  1. Go to Integrations > CRM
  2. Select tool (HubSpot, Pipedrive, Salesforce)
  3. Authorize access (OAuth)
  4. Choose what to synchronize:
    • Client data (bidirectional)
    • Invoice history (unidirectional: Frihet → CRM)
    • Payments (unidirectional)

Changes synchronize automatically every hour.

Common Problems​

"Invalid CIF in row 3"​

The CIF must follow format: 1 letter + 7 numbers + 1 letter/number.

  • ✅ A12345678
  • ❌ 12345678 (missing letter)
  • ❌ A1234567 (only 7 digits)

Correct before importing.

"Duplicate email in my account"​

A client has 2 records with the same email. Use Clients > Merge clients to consolidate before importing.

"Corrupt CSV file"​

If Frihet cannot read the file:

  • Save as UTF-8 (not Latin-1)
  • Verify delimiter (comma, semicolon)
  • Open in Excel and save again as new CSV
  • Try importing again

"Slow import"​

If you import 10,000+ clients:

  • Process in batches of 5,000 maximum
  • In Business plan, contact support for optimized import
  • The first import is slower (indexing); subsequent ones are fast