Getting started
Import your client list from a spreadsheet
If your clients live in a spreadsheet today, bring them over in one go instead of typing each one.
How to import
- Go to Clients and click Import from spreadsheet.
- Download the template, or use your own file — CSV works best (in Excel: File → Save As → CSV).
- Paste your rows or upload the file. HiveMarket matches your columns automatically (first name, last name, household size, dietary needs, address, phone) and shows you the match to confirm.
- Review the preview. Rows with problems are flagged in plain English — fix them in the preview or import the good rows and add the rest later.
- Click Import. Every client appears on your Clients page immediately.
Good to know
- Dietary needs can be listed together in one column, separated by commas or semicolons ("kosher; gluten-free").
- The import never creates duplicates of itself if you re-upload — matching is by name; you'll see exactly what will be added first.
- Authorizations aren't in the template on purpose: each one deserves a careful minute. Add them from each client's page after the import.