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| ====How to import clients====
| | #REDIRECT [[Import Clients custom feature]] |
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| <span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span>
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| <br><br>
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| :'''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.
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| :'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br>
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| :It is only possible to import 500 clients by default. If you need to import more please contact support for details.
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| <br><br>
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| '''How to use this option:'''
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| :1. Enable "Import Clients" custom feature on your Custom features page:
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| [[File:Import clients enable path free.png | center]] | |
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| :2. 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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| <br><br>
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| :3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature.
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| [[ File:Import clients file upload path.png | center]]
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| :4. Press "Choose file" and select the prepared file.
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| [[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".
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| [[File: Import clients assigning column headers.png | center]]
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| :6. Press "Confirm clients 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 or unnecessary columns that prevent 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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