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====How to import clients====
====How to import clients====
:1. Prepare your Excel file.
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:1. Enable "Import Clients" custom feature on your Custom features page:
[[File:Import clients plugin enable.png | center]]
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:2. Prepare your Excel file.
:- No text above the list of clients should be written
:- No text above the list of clients should be written
:- Make sure all cells are correctly displayed
:- Make sure all cells are correctly displayed
:- Save file in .csv format with comma separation.
:- Save file in .csv format with comma separation.
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:2. Go to Manage//Clients//Import from CSV.
:3. Go to Manage//Clients//Import from CSV.
[[ File:Import clients2.png| center]]
[[ File:Import clients2.png| center]]
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:3. Press "Choose file" and select the prepared file.
:4. Press "Choose file" and select the prepared file.
[[File:Choose file.png| center]]
[[File:Choose file.png| center]]
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: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. 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".
[[File:Import clients file2.png| center]]
[[File:Import clients file2.png| center]]
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:5. Press "confirm import".
:6. Press "confirm import".
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
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: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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