Importing the list of clients: Difference between revisions
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:- 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]] | ||
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;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. | ||