> ## Documentation Index
> Fetch the complete documentation index at: https://docs.liveclin.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Import clients

> Migrate your client base from another tool into Liveclin using the template spreadsheet and CSV import.

## Prerequisites

Before you start, you need:

* A Liveclin account with access to the dashboard.
* Your client list exported from your current tool, as a spreadsheet or CSV, with at least **name** and **phone**.
* A Google account to use the template spreadsheet (it is a Google Sheets file).

<Note>
  The phone number is the only field that must be correct for each client. Without a valid phone, the client is not imported automatically.
</Note>

## Step by step

<Steps>
  <Step title="Open the import and copy the template spreadsheet">
    At the top of the Liveclin dashboard, click **Import** and then **Open template spreadsheet**. In the spreadsheet that opens, click **Make a copy** to create your editable version.

    The template has six columns: **name**, **phone**, **gender**, **email**, **date of birth**, and **document**. Only **name** and **phone** are required; the rest are optional and can be left blank.
  </Step>

  <Step title="Paste your data into the template spreadsheet">
    Open the file exported from your current tool, select and copy the client data. Go back to the template, right-click, and use **Paste special → Paste values only** (`Ctrl + Shift + V` on Windows, `Cmd + Shift + V` on Mac).

    Before importing, filter your base and keep only **active** clients. To remove rows, select them while holding `Ctrl`, right-click, and choose **Delete selected rows**.

    You now have all the data in the template, ready to be formatted.
  </Step>

  <Step title="Format the emails">
    The spreadsheet flags what is correct: **green** cells are in the expected format; **white** cells have an error.

    Fix the blank emails — for example, remove a duplicate "at" sign or complete a missing domain (such as `gmail.com`). When the value is correct, the cell turns green. If you can't tell what the right email is, clear the content and leave the cell empty, since email is optional.
  </Step>

  <Step title="Format the phone numbers">
    Phone numbers must contain digits only, in international format. For each phone:

    * Remove parentheses, spaces, and dashes, leaving only the digits.
    * Add **55** (Brazil's country code) at the start of the number.
    * If the Brazilian number has **8 digits after the area code (DDD)**, add the **digit 9** right after the area code (the standard is DDD + 9 + 8 digits).

    International numbers (for example, those starting with 1, from the United States and Canada) **do not turn green**, and that's expected. If you don't have a valid phone for someone, delete that person's row and register them manually later.
  </Step>

  <Step title="Download the spreadsheet as CSV">
    With everything formatted, click **File → Download → Comma-separated values (.csv)**. This is the file you'll upload to Liveclin.
  </Step>

  <Step title="Import into Liveclin and map the fields">
    Go back to the Liveclin import screen and add the CSV file you just downloaded. Then **map each column** of the spreadsheet to the matching field: full name, phone, gender, email, date of birth, and document.

    If a column has no equivalent field in Liveclin, select **No matching field** and continue.
  </Step>

  <Step title="Fix the errors and finish the import">
    Liveclin shows the status of each client. When they all appear as **Ready**, everything is set to import. If there are errors, click **Refresh errors** to revalidate. The most common ones are:

    * **Phone missing the digit 9** — Liveclin shows the expected format (DDD + 9 + 8 digits). Add the digit 9.
    * **Country not identified** — select the country flag (Brazil, +55) on the matching number.

    Once everyone is ready, click **Import**. Your patients are registered all at once.
  </Step>
</Steps>

<Tip>
  To speed up formatting, you can use Liveclin's **GPT agent**: paste the data from your old software and it tries to format everything. Review the result carefully before importing — the AI may fill in incorrect data just to return an answer.
</Tip>

## Expected result

Your base migrated into Liveclin, with the patients registered. The next step is to **link services** to each client: open the client (or click **Reactivate**), select the service, set the start date, and launch the service.

## Next steps

<CardGroup cols={2}>
  <Card title="Create questionnaire" icon="clipboard-list" href="/en/tutoriais/questionarios/criar-questionario">
    Build the questionnaire you'll send to the imported base.
  </Card>

  <Card title="Schedule sends" icon="calendar-clock" href="/en/tutoriais/questionarios/agendar-envios">
    Automate sending the questionnaires to your patients.
  </Card>
</CardGroup>

Need help with the migration? Reach out to support on WhatsApp — the team will guide your client import.