Can I import my existing clients instead of typing them in?

Getting started

Yes — you don't have to start from a blank slate. You can bring your existing client records into Kliently so you keep one source of truth instead of re-entering details by hand.

Just keep your plan's client limit in mind as you import: Free allows 3 clients, Starter 25, and Pro/Agency are unlimited. If you're on Free and have more than three to move over, importing the rest is a good reason to start your 14-day Pro trial first.