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    Import Clients - A Step by Step Guide

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    This article will walk you through in detail how to import clients through from the following sources:

    • CSV/Excel

    More Step by Step Guides with other sources coming soon!

    CSV/Excel

    • Navigate to Client module from left navigation panel.
    • You will see a list of your clients
    • Click Import at the top left.

    Import_1.png

    • You will see a selection screen where you can select Google or Excel. 
    • Click on Excel

    Import_2.png

    • You will be prompted with selecting a file or downloading a sample csv file
    • If this is your first time importing download the sample csv file to see an example of what you have to provide

    Import_3.png

    • After choosing the file you will get a preview of the contacts and will be allowed to select any you don't want to import.

    Import_4.png

    • When you click import your contacts will be imported and you will see a progress bar letting you know what your progress is.  
    • The import function is very speedy so unless you are uploading thousands of clients the progress bar won't stay there very long so you might miss it!
    • After your import is completed you will be returned to the Clients module and notified that your import has been successful.

    Import_5.png

    • In addition, in your spreadsheet you can add new fields and the system will create those custom fields in your client card during the import process.

     

     

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      brady hranicky

      Can you import from a cell phone? This use to be an option. Why was it removed?