Import your clients

You don't type two hundred clients in by hand. The importer takes a spreadsheet or a QuickBooks Online connection, maps it to LedgerOS fields, shows you what it's about to create, and only then creates anything.

Where to find it

The four steps

The importer walks through Upload, Map columns, Review, and a summary. You can back out at any point before the review step commits — nothing is created until you say so.

1. Upload a spreadsheet

Drop in your file. Anything exported from your current system usually works; you don't need to reshape it first, because the mapping step handles the column names.

If you've imported this exact file before, LedgerOS says so — This file has already been imported — and gives you the choice to stop or to Create anyway. That check exists because re-running the same file is the single easiest way to end up with a duplicated book.

2. Map columns

Match each Source column from your file to a LedgerOS field. A sample value from your data is shown beside each row so you can tell which column is which without going back to the spreadsheet.

Columns you don't need can be left unmapped.

You can save a mapping under a name and reuse it. If you're importing in several passes from the same source system, save it on the first pass — the second import becomes a two-click job.

3. Review before creating

Nothing has been created yet. This screen shows what will be, and flags anything that looks like it already exists: This row may already be a client.

For each flagged row you choose:

• Update existing — merge into the client already in LedgerOS.
• Create as a new client — genuinely a different entity that happens to have a similar name.
• Skip this row — don't bring it in at all.
• Ignore the match above — dismiss the suggestion and proceed as normal.

When merging, you also control which side wins on conflicting values.

Spending time here is worth it. Duplicates are much cheaper to prevent than to clean up.

4. Import

Confirm, and the clients are created. You'll get a summary, and from there you can go straight to the client list or import another file.

Importing from QuickBooks Online

Instead of a spreadsheet, you can Connect QuickBooks Online and import directly. The mapping and duplicate-review steps work the same way — the difference is where the rows come from.

Notes and limits

• Recent imports are listed on the import page, so you can see what came from where.
• The duplicate check compares against clients already in LedgerOS, not against other rows in the same file.
• Custom fields must exist before an import can map into them. Define them first if your spreadsheet carries data you want to keep.
• An import creates client records only. It doesn't create jobs, portal invitations, or documents.