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====How to import clients==== <span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span> <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. <br> :'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br> :It is only possible to import 500 clients by default. If you need to import more please contact support for details. <br><br> '''How to use this option:''' :1. Enable "Import Clients" custom feature on your Custom features page: [[File:Import clients enable path new cf.png | center]] <br><br> :2. Prepare your Excel 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. <br><br> :3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature. [[ File:Import clients file upload path.png | center]] <br><br> :4. Press "Choose file" and select the prepared file. [[File:Import clients file upload step1.png | center]] <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". [[File: Import clients assigning column headers.png | center]] <br><br> :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.'' <br><br> ;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/> :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. <br><br>

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