Changes

'''How to use this option:'''

'''How to use this option:'''

:1. Enable "Import Clients" custom feature on your Custom features page:

:1. Enable "Import Clients" custom feature on your Custom features page:

[[File:Import clients plugin enable.png | center]]

[[File:Import clients enable path.png | center]]

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:2. Prepare your Excel file.  

:2. Prepare your Excel file.  

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:3. Go to Manage//Clients//Import from CSV.  

:3. Go to Manage//Clients//Import from CSV.  

[[ File:Import clients2.png| center]]

[[ File:Import clients file upload path.png | center]]

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:4. Press "Choose file" and select the prepared file.

:4. Press "Choose file" and select the prepared file.

[[File:Choose file.png| center]]

[[File:Import clients file upload step1.png | center]]

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: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".

: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 assigning column headers.png | center]]

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:6. Press "confirm import".  

:6. Press "Confirm clients 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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;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 or unnecessary columns that prevent 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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