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Importing the list of clients
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Revision as of 12:57, 31 March 2017
3 bytes added
,
7 years ago
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Line 5:
Line 5:
:- Save file in .csv format with comma separation.
:- Save file in .csv format with comma separation.
−
:2. Go to Manage//
clients
//
import
from csv.
+
:2. Go to Manage//
Clients
//
Import
from
.
csv.
[[ File:Import clients2.png| center]]
[[ File:Import clients2.png| center]]
Line 18:
Line 18:
;If you can't import clients, please check the possible reasons:
;If you can't import clients, please check the possible reasons:
−
:1. Format of csv file is incorrect. It should be saved in csv with comma or tab separation.<br/>
+
: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/>
: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.
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
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