Import Client information — CSV templates
You can upload your file directly using the form below or use one of our templates.
CSV templates for uploading client information to GrowthWheel Online are provided below.
Click the buttons to access the templates, then create a copy to add your client’s information. Mandatory fields required for a successful upload are highlighted in yellow, and all fields include input validations (e.g., phone numbers, emails, addresses) to ensure data accuracy.
Once your file is ready, upload it on this page, and we will import it for you.
File ready? — Upload your CSV file
You can upload your CSV file with your clients information and we will make the import on GrowthWheel Online for you.
US Template
You can use this template if you are on the US or in any other country that’s not listed here.
Canada Template
You can use this template if you are on any province from Canada.
EU Template
You can use this template if you are from Norway or Denmark.