## Bulk Import

Import many clients or companies in one step

### Overview

Assembly supports bulk importing of both clients and companies via CSV files. Use the tabs on the Import page to switch between importing clients and importing companies.

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### Importing Clients

To import many clients in one step, you need to have a .csv file with clients and include required fields _First name, Last name,_ and _Email_. You can also use a _Full name_ field instead of separate _First name_ and _Last name_ fields.

**Note:** If you use the Full Name field, ensure that each field in this column has a first and last name, otherwise the import cannot be completed.

#### Exporting Clients

Exporting your client list to a .csv file is simple whether you use Google Sheets, Hubspot, or Airtable. Just locate the download or export button on your platform and select the .csv format.

#### Importing your clients

Once you have your .csv file with your list of clients with the required fields, you're ready to import. Note that there is currently a limit of 200 rows for the CSV file.

**Note:** Due to the nature of a CSV file, commas are **not** supported characters in field values. If you have any commas in the fields of the document you are using to import, you will need to remove them, otherwise the import will fail.

**Import steps**

1. Navigate to the _CRM_ page.
2. Click on _Create_ and then _Import._
3. Upload your CSV file by clicking on _Choose file_ or dragging and dropping.
4. You'll be automatically taken to the _Match_ step.

#### Match

The Match step will show a preview of each field in your .csv.

**Automatic matching on required fields**

If your .csv field titles match the required fields (e.g., _First Name_, _Last Name_, _Email_), they will automatically map correctly and be shown as _Mapped successfully_.

#### Preview

After confirming field mappings, click _Next_ to go to the Preview page. Check that all fields are matched correctly.

If everything looks correct, choose either _Import only_ or _Import and invite_ in the top-right. If you choose _Import and invite_, invite emails will automatically be sent to all new imported clients.

#### Advanced Import

If your client or company import includes custom fields or you need to update client fields, please refer to our [Advanced Import](/content/guide/advanced-import/index.html) article for detailed instructions.

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### Importing Companies

You can also bulk import companies via CSV. The only required field is **Company Name**. You can optionally include columns that match your company custom fields.

**Note:** There is a limit of 200 rows per CSV file, and commas are not supported in field values.

#### Import steps

1. Navigate to the _CRM_ page.
2. Click on _Create_ and then _Import._
3. Select the **Import Companies** tab at the top of the import page.
4. Upload your CSV file by clicking on _Choose file_ or dragging and dropping. You can also download a sample CSV template from the link on this page.
5. You'll be taken to the _Match_ step where your CSV columns are mapped to company fields. If your CSV header is _Company Name_, it will auto-match.

#### Preview

After matching fields, click _Next_ to go to the Preview page. The preview has three tabs:

- **New Companies** — companies that will be created as new records.
- **Existing Companies** — companies that match existing records by name. If there are multiple matches, you can select which existing company to update using the dropdown.
- **Skipped Rows** — rows that could not be processed (e.g., missing required Company Name field).

If everything looks correct, click **Import Companies** in the top-right to complete the import.

#### Custom fields

If you have company custom fields set up in Assembly, you can include matching columns in your CSV. Columns with titles that match your custom field names will auto-map during the Match step.