Adding your clients to HoneyBook

How to import your client or contact list into your HoneyBook account

Updated this week

Whether you’re booking your first client or you're joining HoneyBook hundreds of clients deep, we aim to make it easy to get those connections imported and recorded in HoneyBook via your Contacts tab.

Once your contacts have been added, you can always access your full list under the Contacts tab.

📣 Note

For accounts with multiple team members: each moderator, admin, super admin, and account owner has access to all contacts, across the entire team, in their contact list. Basic team members can see contacts only that they added themselves or are in a project with.

Private contact notes are private and visible only to the team member who wrote them.

Adding individual clients

Add an individual client and create a project

1.  From any page in HoneyBook, click the + New button.

2.  Select New Client.

3.  Enter the client's name and email, plus any other details you'd like.

4.  Click Add.

You've now created both a client and a project, and you'll be taken right to the project workspace. You can proceed as though you've just added a project by updating the project details and sending out files.

Add an individual client without creating a project

1. From any page in HoneyBook, click the Contacts tab.

2.  Click Add Contact.

3. Enter the client's name and email, plus any other details you'd like.

4.  Click Add.

Once added, you'll be directed right to the client workspace where you can get started adding the client to projects and sending files.

Adding a list of clients

Import a list of existing clients via spreadsheet

1.  Head to your Contacts tab > click the three dot icon > Download spreadsheet.

2. Next, add your existing clients and their information to the downloaded spreadsheet.

📣 Note

You must follow the spreadsheet format exactly. Make sure that your file:

  • Contains fewer than 500 contacts (if your list is more than that, you'll want to split it into multiple files)

  • Follows the format of our spreadsheet template, including the exact column headers listed

  • Is in a .CSV or .XLS format (no other file types are supported at this time)

Since we can only import certain details and it’s important to us that we import your client information correctly, using our template is required. The details our spreadsheet supports are:

  • Email (required)

  • First name (required)

  • Last name (required)

  • Phone number

  • Address

  • Notes

📣 Note

Other than the email address, first name, and last name, it's okay to leave fields blank if you don't yet have that information for the contact. The required fields must be filled in for each contact—otherwise, you may receive an error message or your data may only be partially imported.

3.  Head back to your Contacts tab > click the three dot icon > Upload spreadsheet.

4.  Click Choose File and select your properly-formatted contact list.

The upload should begin automatically. How long it takes to complete can vary based on a number of factors, including how many contacts are in your list. Since it could possibly take some time to finish, feel free to keep taking care of business in HoneyBook and we will notify you when the upload is complete—you should receive an alert in your Notification Center.

If you receive an error when trying to upload, please double check that your column headers exactly follow our CSV template (with no additional column headers added), that your file is in .CSV or .XLS format, and that the file does not contain more than 500 contacts. You should receive an alert in your Notification Center that the upload (or a part of the upload) has failed.

📚 Tip

If you can't locate a client or contact after searching their name or phone number, be sure to search using their email address to ensure their other contact details are correct.

It's also important to note that if an email from the spreadsheet upload matches an email that you already added into HoneyBook, but the surrounding information (i.e. name) is different, our upload will skip over and not replace that entry.

Import your existing Google contacts

You can import Google contacts via your Contacts tab—just click the three dot icon > Import Google contacts button, and select the contacts you'd like to add!

Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!

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