Import clients

After reading this topic you will know:

  • What file format to use when importing client data.

  • How to upload clients into the client list.

Prepare your client data for import

To save time, use the spreadsheet template to import clients directly into Client Management.

Import a file with XLS, XLSX, or CSV extensions. These are common to most spreadsheet programs. Keep your file size under 1GB in size.

It's 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.

Download the spreadsheet template

Import a client

You can add clients by importing a spreadsheet or suitable file type into the client list.

  1. From the Clients tab select Import clients from the Add client drop down menu.

  2. Select or drag and drop your file.

  3. If there are multiple sheets in your file, select the sheet you want to upload.

  4. Select Continue.

  5. 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)

  6. Match your header data to the fields used in Client Management.

  7. Select Continue.

  8. Review your data for any errors and select Import.

Related items

The clients list