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Import Clients

Importing Clients is an easy and fast way to enter many clients at once.

To find Import Clients:
  1. Navigate to the Settings tab and select Clients under the Import section

Importing Clients

  1. Click on Download Client Import Template, which will download a CSV template to your computer
  2. Open the CSV file with your spreadsheet editor (MS Excel or similar)
  3. Proceed to enter data into the spreadsheet. Required columns are marked with a star "*" at the end of the column name
  4. Save the CSV file when you have completed entering all of your information
  5. Navigate to the client import page again
  6. Click Select file and import and follow the steps

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