How to add or import customers

Add people one at a time, or bring the whole list from the system you used before.

Updated 2026-10-14

Open Contacts from the menu. (Your business may call it Customers, Clients or Patients: Otto uses your own word.)

1. Add one by hand: press Add, type their details and save.
2. Import a list: press Import and choose the file exported from your old system. Otto shows what it will bring in before anything is saved.
3. Open a person to act: add a note, assign them to someone, write a quote, book a job or send an invoice, depending on what your business uses.

Finding people

Search by name, or filter to the people who have gone quiet.

To bring over quotes, invoices, jobs and more as well, see How to import from another system.