From a client password spreadsheet to something organized

If your clients' passwords live in an Excel or Google Sheets spreadsheet, import it into Passfolio as is: it gets organized by client, encrypted, with each person seeing only their own clients.

The problem

The spreadsheet started as a quick fix and now half the team has it, in several versions, with old passwords and no way of knowing who opened it. When someone leaves, they take a copy of everything.

How it works

1
Paste or upload the spreadsheet
Copy the cells from Excel or Google Sheets, or upload a CSV. No need to tidy it up first.
2
Check the columns
Passfolio recognizes client, service, user, password, link and notes, and creates any missing clients.
3
Add the team per client
Each person sees only the clients they handle, instead of the whole spreadsheet.
4
Delete the spreadsheet
Once everything is in Passfolio, the spreadsheet isn't needed. What gets viewed or copied is logged.

Details

Up to 1,000 rows per import; duplicates are skipped, never overwritten.
Import is on every plan. Team and activity log from the Agency plan.

Features you'll use

Import your logins from a spreadsheet

Move the logins you keep in an Excel or Google Sheets spreadsheet, or a CSV, into Passfolio. Passfolio recognizes the columns, creates missing clients and never duplicates anything.

Every client's logins, in their place

Passfolio groups logins and cards by client, with subprojects for each brand, channel or location. You find any client's Instagram password in seconds.

Your team, with just the right permissions

Invite each person to the whole workspace or only to the clients they handle, as admin, editor or read-only. Everyone sees only what they need.

Team activity log

See who viewed, copied or changed each of your clients' logins in the last 90 days. Filter by client, by person or by type of action.

Frequently asked questions

Is it bad to keep client passwords in a spreadsheet?

It's convenient, but anyone with the link sees every password, copies end up everywhere and there's no way to know who looked. For third-party logins you want something encrypted with permissions.

Do I need to rearrange my spreadsheet before importing?

No. Passfolio guesses what each column is and you can fix it in the preview before importing.

Can I get everything back into a spreadsheet?

Yes. Export to CSV, with the same columns as the importer, whenever you want.

How to ask a client for their passwords

The tidy way to ask a client for their passwords: a link with a simple form, no voice notes, photos or screenshots, that closes after it's used.

Login manager for marketing agencies

Passfolio is the login manager for digital marketing agencies: each client's logins and cards organized, 2FA shared with the team, a log of who saw what and a tidy handover at the end.

Get your clients' logins in order today

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