> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antsfield.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CSV import & export

> Bulk import clients from a spreadsheet and export contacts with lifetime invoice stats.

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

## 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.

## 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:

| Antsfield field   | Required | Notes                                                    |
| ----------------- | -------- | -------------------------------------------------------- |
| Name              | Yes      |                                                          |
| Email             | No       | Used to detect duplicates (case-insensitive)             |
| Secondary email   | No       |                                                          |
| Phone / Cellphone | No       |                                                          |
| Billing address   | No       |                                                          |
| Service address   | No       | If blank or equal to billing, treated as same-as-billing |
| Note              | No       | Max 500 characters                                       |

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.

### 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).