Creating clients in bulk from the web portal

Having your client's important information registered in Handy is important for your sales process, as it can be used for creating visits, sales, etc.

There are two ways to load clients in Handy: either individually or in bulk using an Excel template. This article will go over how to load clients in bulk.

Creating clients in bulk from the web portal

In the web portal, go to the Main menu and click on Clients. In this screen, you'll see your current enabled clients. Click on + Add, then click on Clients with Excel template.

Handy will now show you a screen where you'll download the Excel template, which you'll need to download and edit to add your clients.

In Step 1, you can choose between downloading an empty template to start from scratch or downloading the template with your current clients' information included. You can also choose if you want to include your disabled clients' information. Once you've selected these settings, click on Download template.

A few moments later, Handy will notify you that your download is ready. Click on Download.

Now, you have an Excel template where you can add new clients or edit their existing information, according to your needs.

If you only want to edit a client, make sure NOT to change the client's code (first column). If you change the client's code, Handy will see this as a different client and will create a new one.

For columns that require a YES or NO answer, make sure you type YES for the fields you want, as empty fields will be automatically filled in as NO.

These fields are:

• Is a mobile client
• Is a prospect
• Enabled
• Billable

To learn more about how to fill in each field, please read this article: How to fill in client data

Once your template is ready, back in the Handy web portal, click on I've got the template, continue. In Step 2, you'll find the option to enable or disable the setting Ignore balance column. This setting is enabled by default to avoid accidentally altering client balances. If you disable this setting, balances will be updated.

Now, drag your edited file into the box or click on the box and select the file. Once you've added the file, Handy will review and analyze the file, which can take a few minutes, depending on how big your file is.

If there are any mistakes in the form, Handy will let you know:

Click on Download errors and open the file. Any mistakes you made will be highlighted in red, and in the file's last column, you'll find the reason why this is considered a mistake. For example, not adding the client's zone, which is a mandatory field.

Once you've corrected any mistakes, save the file again and reupload it. Once there are no more mistakes, you'll see the analysis of your file:

In this example, this user has 5 clients, and 3 of them have had changes made to their information; no clients were created or deleted. They used to have 1 zone, and they've now added 2 new ones. Categories stayed the same.

At this point, no changes have been made; you're just seeing the analysis of data, where you can see how your clients' information will be affected. Click on Apply to save the changes. This can also take a few minutes.

Done! You've finished creating clients in bulk using an Excel template. You can add or edit as much client information as you need using this method.

To learn how to create clients individually, please visit this article:

Creating clients individually from the web portal

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Updated on: 10/15/2025