Changes

====How to import clients====

====How to import clients====

<br><br>

<br><br>

:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.

:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.

:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).

:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).

<br><br>

<br><br>

:2. Prepare your Excel file.  

:2. Prepare your Excel file.  

<br><br>

<br><br>

: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]]

<br><br>

<br><br>

: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]]

<br><br>

<br><br>

: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]]

<br><br>

<br><br>

: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.''

<br><br>

<br><br>

;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.

<br><br>

<br><br>