How to Import Clients in Bulk via CSV in Britixo?

Have a list of clients you want to upload all at once? Britixo lets you import clients quickly using a CSV (Comma Separated Values) file.

👥 Step-by-Step Instructions:

Log in to Britixo
Go to https://britixo.com/app/login and sign in.
Navigate to the Import Tool
From the left sidebar, go to:
Customers → Clients → More Options (3 dots) → Import Clients
Download the Sample CSV File
- Click Download Sample File
- This file contains the correct headers and format required by Britixo
Fill in Your Client Data
Open the sample CSV in Excel or Google Sheets and add your data under the relevant columns:
- company, firstname, lastname, email, phonenumber, address, city, postcode, country, etc.
Save Your File as CSV (UTF-8)
Once done, save or export your file as CSV UTF-8 (.csv) format.
Upload the File to Britixo
- Go back to the Import Clients screen
- Click Choose File and select your saved CSV
- Click Upload
Map the Columns
- Britixo will attempt to auto-detect and match the columns
- Review and manually adjust any mismatched fields
Start the Import
Click the Import button to process the data.
Review Imported Clients
Once finished, you’ll see a success message.
Navigate to Customers → Clients to see your newly added entries.