CSV import & export

Antsfield supports CSV import and export for clients on paid plans (Pro and above).

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Export clients

1. On Invoicing → Clients, open the ⋯ menu in the page toolbar.
2. Choose Export clients.
3. Select columns (contact fields plus invoice stats such as lifetime value).
4. Optionally apply the current table filters (search / has invoices).
5. Download the CSV.

Name format: Antsfield Clients Export - {timestamp}.csv Exports are capped at 10,000 clients. Narrow filters if you hit the limit.

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Import clients from CSV

1. On Invoicing → Clients, open ⋯ → Import from CSV.
2. Select your file — any standard CSV with a header row.
3. Map columns to Antsfield fields:

4. Confirm import and review the summary.

Import is create-only. Rows whose email already exists in the workspace (or earlier in the same file) are skipped. Rows without an email always create a new client. Imports of more than 100 rows are processed in the background. You will receive an email when they complete.

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Import tips

• Clean emails first — remove duplicates you do not want skipped.
• Blank email is allowed — useful for walk-in contacts; each blank-email row creates a new client.
• Requires the Import clients member capability (Office template includes it by default).