Import clients
Download the spreadsheet template
To save time, you can import a list of your clients from a spreadsheet directly into your client list.
After reading this topic you will know:
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What file format to use when importing client data.
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How to upload clients into the client list.
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How to check for errors before adding clients to your client list.
Prepare your client data for import
You can import a file with XLS, XLSX, or CSV extensions. These are common to most spreadsheet programs. Keep your file size under 1GB in size.
Its easier to import data if you have a column header title to describe the type of information in each column. For example, client name, address or email.
Import a client
You can add clients by importing a spreadsheet or suitable file type into the client list.
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From the Clients tab select Import clients from the Add client drop down menu.
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Select or drag and drop your file.
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If there are multiple sheets in your file, select the sheet you want to upload.
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Select Continue.
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Choose the row containing your header data, or skip, or you can skip and use alphabets as headers (this means use the alphabet as column headers)
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Match your header data to the fields used in Client Management.
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Select Continue.
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Review your data for any errors and select Import.
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