Difference between revisions of "Importing the list of clients"
From SimplyBook.me
| Line 6: | Line 6: | ||
:2. Go to Manage//clients//import from csv. | :2. Go to Manage//clients//import from csv. | ||
| − | [[ File:Import | + | [[ File:Import clients2.png| center]] |
:3. Press "Choose file" and select the prepared file. | :3. Press "Choose file" and select the prepared file. | ||
| Line 12: | Line 12: | ||
: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". | ||
| − | [[File: | + | [[File:Import clients file.png| center]] |
:5. Press "confirm import". | :5. Press "confirm import". | ||
Revision as of 17:15, 3 January 2017
How to import clients
- 1. 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.
- 2. Go to Manage//clients//import from csv.
- 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".
- 5. Press "confirm 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 that prevents 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.
