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| ====How to import clients====
| | #REDIRECT [[Import Clients custom feature]] |
| :1. Prepare your Excel file.
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| :- No text above the list of clients should be written
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| :- Make sure all cells are correctly displayed
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| :- Save file in .csv format with comma separation.
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| :2. Go to Manage//Clients//Import from .csv.
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| [[ File:Import clients2.png| center]] | |
| <br><br>
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| :3. Press "Choose file" and select the prepared file.
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| [[File:Choose file.png| center]]
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| <br><br>
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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".
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| [[File:Import clients file2.png| center]]
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| <br><br>
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| :5. Press "confirm import".
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| :''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
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| <br><br>
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| ;If you can't import clients, please check the possible reasons:
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| :1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/>
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| :2. There is some text above the data that prevents successful import. Please delete the text.<br/>
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| :3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
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