Marloo

If you have your clients in a spreadsheet, you can upload the list straight into Marloo.

Go to <b>Clients &gt; + &gt; Upload list</b> and choose your file.

The client add menu includes Upload list.

If your clients are in a CRM instead, see <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>.

<a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>

<a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>

<a href="https://help.gomarloo.com/en/articles/15360392">Import your data from Wealthbox</a>

- <a href="https://help.gomarloo.com/en/articles/15503346-importing-client-data-from-a-crm">Move your clients to Marloo from another CRM</a>
- <a href="https://help.gomarloo.com/en/articles/15360394">Import your data from Redtail</a>
- <a href="https://help.gomarloo.com/en/articles/15360392">Import your data from Wealthbox</a>

Upload a spreadsheet of clients into Marloo from Clients, using Upload list.

Import your clients from a spreadsheet

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Import your clients from a spreadsheet

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