Difference between revisions of "Importing the list of clients"
From SimplyBook.me
| Line 5: | Line 5: | ||
:- Save file in .csv format with comma separation. | :- Save file in .csv format with comma separation. | ||
| − | :2. Go to Manage// | + | :2. Go to Manage//Clients//Import from .csv. |
[[ File:Import clients2.png| center]] | [[ File:Import clients2.png| center]] | ||
| Line 18: | Line 18: | ||
;If you can't import clients, please check the possible reasons: | ;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.<br/> | + | :1. Format of .csv file is incorrect. It should be saved in .csv with comma or tab separation.<br/> |
:2. There is some text above the data that prevents successful import. Please delete the text.<br/> | :2. There is some text above the data that prevents successful import. Please delete the text.<br/> | ||
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc. | :3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc. | ||
Revision as of 12:57, 31 March 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.
