Importing the list of clients: Difference between revisions

:2. Go to Manage//Clients//Import from .csv.  

[[ File:Import clients2.png| center]]

:3. Press "Choose file" and select the prepared file.

[[File:Choose file.png| center]]

: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:Import clients file2.png| center]]

: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.<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.