Importing the list of clients/nl

Hoe klanten importeren

Gratis aangepaste functie!

Let op! Het is verboden om een klantenlijst met e-mailadressen en klantgegevens te importeren als de klanten u daarvoor niet uitdrukkelijk toestemming hebben gegeven.

Houd er rekening mee dat deze functie alleen beschikbaar is bij Standard- en Premium-abonnementen (voorheen Advanced, Gold en Platinum).

Standaard kunt u maximaal 500 klanten importeren. Als u meer klanten wilt importeren, neem dan contact op met de klantenservice voor meer informatie.

How to use this option:

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

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.

3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.

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

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".

(if you are using Client Fields Custom Feature you can also import some of the forms values)

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.

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.

2. There is some text above the data or unnecessary columns that prevent successful import. Please delete the text.

3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.