How can I add clients into Catchlight?

After logging into your Catchlight account, navigate to the “YOUR CONTACTS” option in the menu at the top of the page and select “Your Clients” from the dropdown. On the following page, click the “+ Add Clients” link. From there, you will be able to add new clients via one of the following three methods:

• Add Clients via File Upload

  • Please make sure to download and use our template - do not change the headers, delete or move columns.

  • Make sure each lead has at least one piece of contact data (email, phone number, or address) but for best output, enter as many as you have. 

  • The template used for Clients is different from the template used to import Leads, so make sure to download and use this Client-specific template. Using the lead-specific template will result in an error.

• Import from CRM

  • Easily sync clients through our integrations with Redtail or Wealthbox

• Add a Single Client

  • Add just one person at a time manually