Importing the list of clients: Difference between revisions
m Admin moved page Exporting the list of clients to Importing the list of clients |
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====How to import clients==== | ====How to import clients==== | ||
1. Prepare your file. | :1. Prepare your file. | ||
:- No text above the list of clients should be written | :- No text above the list of clients should be written | ||
:- Make sure all cells are correctly displayed | :- Make sure all cells are correctly displayed | ||
:- Save file in .csv format with comma separation. | :- Save file in .csv format with comma separation. | ||
2. Go to Manage//clients//import from csv. | :2. Go to Manage//clients//import from csv. | ||
[[ File:Import clients.png| center]] | |||
3. Press "Choose file" and select the prepared file. | :3. Press "Choose file" and select the prepared file. | ||
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". | :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". | ||
5. Press "confirm import". | :5. Press "confirm 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.'' | ||