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Created page with "====How to import clients==== 1. Prepare your file. :- No text above the list of clients should be written :- Make sure all cells are correctly displayed :- Save file in .csv..."
====How to import clients====
1. Prepare your file.
:- No text above the list of clients should be written
:- Make sure all cells are correctly displayed
:- Save file in .csv format with comma separation.
2. Go to Manage//clients//import from csv.
3. Press "Choose file" and select the prepared file.
4. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
5. Press "confirm import".
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
====I cannot import clients.====
;Possible reasons:
:1. Format of csv file is incorrect. It should be saved in csv with comma or tab separation.<br/>
:2. There is some text above the data that prevents successful import. Please delete the text.<br/>
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
1. Prepare your file.
:- No text above the list of clients should be written
:- Make sure all cells are correctly displayed
:- Save file in .csv format with comma separation.
2. Go to Manage//clients//import from csv.
3. Press "Choose file" and select the prepared file.
4. Assign values to the columns from drop-down lists in the upper bar (above each column, marked with black arrows). Assign "name", "email" and "phone".
5. Press "confirm import".
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
====I cannot import clients.====
;Possible reasons:
:1. Format of csv file is incorrect. It should be saved in csv with comma or tab separation.<br/>
:2. There is some text above the data that prevents successful import. Please delete the text.<br/>
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
