This articles describes how you can import clients details from your organization to Freshservice for MSPs.


To import clients:


  1.  Go to Clients > All Clients > click Import > select Clients from the drop-down.
  2. In the Import Client window, click Upload CSV or drag and drop a CSV from from your system.

    Note: Ensure that each client name is unique. It is used to look for matching records between your file and Freshservice for MSPs.

  3. Click Next to upload the file.
Note: You can import up to 1000 rows in the CSV file.