Download Client Template

Simply download our client import template to CSV or Excel

Enter Client Information

Add client contact information, location information, lead source information, and notes

Copy over from existing customer files, or enter in details manually from your desktop

Email & Upload

Send an email to import@app.pocketsuite.io with your client file attached

Your client data will be uploaded directly to your account in PocketSuite account

No need for you to manually add any client information, allowing you to get started right away