Import Clients from a Spreadsheet

About this video

Move your customer list into KaamCam without retyping it. Download the Clients CSV template, fill in the columns that matter, upload the file on the Migrate page, read the import results, and check the new records on your client list. Jobs, invoices, estimates, equipment and team members import the same way.

Chapters

1. 0:00Intro
2. 0:15Open the Migrate page
3. 0:24Pick your old software
4. 0:50Download the template
5. 1:01Fill in the spreadsheet
6. 1:21Upload the file
7. 1:43Start the migration
8. 1:51Read the results
9. 2:27Other data types
10. 2:51Check your client list