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