[{"data":1,"prerenderedAt":144},["ShallowReactive",2],{"doc-\u002Fdocs\u002Fguides\u002Fclients-and-import":3,"github-stars":141},{"id":4,"title":5,"body":6,"description":132,"extension":133,"meta":134,"navigation":135,"order":79,"path":136,"section":137,"seo":138,"stem":139,"__hash__":140},"docs\u002Fdocs\u002Fguides\u002Fclients-and-import.md","Clients & import",{"type":7,"value":8,"toc":127},"minimark",[9,13,17,22,30,34,37,65,116,120,123],[10,11,5],"h1",{"id":12},"clients-import",[14,15,16],"p",{},"A client record holds everything you need to bill them: company details, multiple contacts, notes, a VAT number, and a default rate and currency.",[18,19,21],"h2",{"id":20},"add-a-client-by-hand","Add a client by hand",[14,23,24,25,29],{},"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 ",[26,27,28],"strong",{},"Core concepts -> Smart rate resolution",".",[18,31,33],{"id":32},"import-from-csv","Import from CSV",[14,35,36],{},"Moving from another tool? The import wizard takes a file or a paste.",[38,39,40,47,53,59],"ol",{},[41,42,43,46],"li",{},[26,44,45],{},"Upload or paste"," your CSV (header row first)",[41,48,49,52],{},[26,50,51],{},"Auto-map columns"," - Clerq guesses the mapping from your headers, you confirm or correct it",[41,54,55,58],{},[26,56,57],{},"Preview"," the first parsed rows before committing",[41,60,61,64],{},[26,62,63],{},"Import"," - new clients are created; any whose name already exists are skipped, so re-running the import is safe",[66,67,72],"pre",{"className":68,"code":69,"language":70,"meta":71,"style":71},"language-bash shiki shiki-themes github-dark","# a minimal clients.csv\ncompany,contact_name,email,vat_number,default_rate,currency\nAcme Industries,Dana Lee,dana@acme.io,GB123456789,95,GBP\nNorthwind Ltd,Sam Rivera,sam@northwind.co,,80,GBP\n","bash","",[73,74,75,84,91,104],"code",{"__ignoreMap":71},[76,77,80],"span",{"class":78,"line":79},"line",1,[76,81,83],{"class":82},"sAwPA","# a minimal clients.csv\n",[76,85,87],{"class":78,"line":86},2,[76,88,90],{"class":89},"svObZ","company,contact_name,email,vat_number,default_rate,currency\n",[76,92,94,97,101],{"class":78,"line":93},3,[76,95,96],{"class":89},"Acme",[76,98,100],{"class":99},"sU2Wk"," Industries,Dana",[76,102,103],{"class":99}," Lee,dana@acme.io,GB123456789,95,GBP\n",[76,105,107,110,113],{"class":78,"line":106},4,[76,108,109],{"class":89},"Northwind",[76,111,112],{"class":99}," Ltd,Sam",[76,114,115],{"class":99}," Rivera,sam@northwind.co,,80,GBP\n",[18,117,119],{"id":118},"archive-dont-delete","Archive, don't delete",[14,121,122],{},"Archiving a client hides them but preserves all history - invoices, time, and the activity thread. Restore them any time; nothing is lost.",[124,125,126],"style",{},"html pre.shiki code .sAwPA, html code.shiki .sAwPA{--shiki-default:#6A737D}html pre.shiki code .svObZ, html code.shiki .svObZ{--shiki-default:#B392F0}html pre.shiki code .sU2Wk, html code.shiki .sU2Wk{--shiki-default:#9ECBFF}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}",{"title":71,"searchDepth":93,"depth":93,"links":128},[129,130,131],{"id":20,"depth":86,"text":21},{"id":32,"depth":86,"text":33},{"id":118,"depth":86,"text":119},"Build up your client list by hand or bring it across with the CSV import wizard.","md",{},true,"\u002Fdocs\u002Fguides\u002Fclients-and-import","Guides",{"title":5,"description":132},"docs\u002Fguides\u002Fclients-and-import","USDML5TU6tHLKYF0-wwUpV4VadVlEJpqQmYKJbJG0Vo",{"stars":142,"repo":143},0,"PunterDigital\u002Fclerq",1781535398020]