To update multiple clients at once, you can use our Client Import feature.
Step 1: Export your clients
In order to update your clients, you'll need a .csv that exactly matches your current clients. Export your list of clients to a .csv by clicking Export in the top-right corner of the Clients page. This will download a file with all of your current client data and custom fields.
If you only want to update some clients, from a specific company or with the same email domain for example, you can use the Search button at the top to filter your clients, and after doing so the Export button will export only the clients you have searched for.
Step 2: Edit your client fields
Once you've exported the clients you wish to update, open the exported file in Google Sheets, Numbers, Excel, or other spreadsheet editor of your choice. Then, make changes and/or add values to fields you want to update.
Note: We use emails as the identifiers for clients, so you will not be able to make changes to the client email. If you change this field, a new client will be created for the new email address. Any changes to email addresses must be made by the client themselves.
Once you've made the changes to your client fields, export or download the updated document in .csv format.
Step 3: Import your changes
To add the updates to Copilot, go to the Clients page and click the +New Client button in the top-right and select Import many clients. Upload your file in the Import step.
In the Match step, all of the fields should be matched, except for Status and Creation date. Click Ignore column for both of these fields, and then click Next in the top right.
In the Preview step, you should not see any new clients (unless you have added new clients to the spreadsheet). Click on the Updated clients tab to preview the updates.
If everything looks correct, click Import only in the top-right.
You will be taken back to your Clients page and a message should appear at the bottom that your changes were imported successfully. Refresh the page to see the updated fields.
For detailed information on how each step works when importing clients, please see our Client Import article.