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Clients & import

A client record holds everything you need to bill them: company details, multiple contacts, notes, a VAT number, and a default rate and currency.

Add a client by hand

Create a client, add one or more contacts, and set a default hourly rate. The default rate flows down to projects and time entries unless something overrides it - see Core concepts -> Smart rate resolution.

Import from CSV

Moving from another tool? The import wizard takes a file or a paste.

  1. Upload or paste your CSV (header row first)
  2. Auto-map columns - Clerq guesses the mapping from your headers, you confirm or correct it
  3. Preview the first parsed rows before committing
  4. Import - new clients are created; any whose name already exists are skipped, so re-running the import is safe
# a minimal clients.csv
company,contact_name,email,vat_number,default_rate,currency
Acme Industries,Dana Lee,[email protected],GB123456789,95,GBP
Northwind Ltd,Sam Rivera,[email protected],,80,GBP

Archive, don't delete

Archiving a client hides them but preserves all history - invoices, time, and the activity thread. Restore them any time; nothing is lost.