Coachful can import client and lead contact details from a reviewed spreadsheet mapping. Before importing, keep a copy of your source file and check that each row has the correct name and email address.
Review the mapping
Open the contact import flow and map your spreadsheet columns to Coachful fields. Review names, email addresses, client-versus-lead type, notes, and any session credits before submitting. The flow validates rows and shows issues to resolve.
Import in batches
Each import job accepts up to 250 reviewed rows. Duplicates are skipped, and client rows count against the limit assigned to your account. Large rosters can be split into batches; a historical Growth or Scale label does not determine your current import allowance.
After import
Check the job receipts for created and skipped records. A contact import does not transfer historical progress, media, messages, or a live subscription from another platform. Plan those separately before inviting clients.