Importing the list of clients: Difference between revisions

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====How to import clients====

~~ ~~

~~:1. Enable "Import Clients" custom feature on your Custom Features page:~~

~~[[File:Import clients plugin enable.png | center]]~~

:'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.

:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).

:1. Enable "Import Clients" custom feature on your Custom features page:

[[File:Import clients enable path.png | center]]

:2. Prepare your Excel file.

Line 13:

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:3. Go to Manage//Clients//Import from CSV.

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

[[ File:Import clients file upload path.png | center]]

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

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

[[File:Import clients file upload step1.png | center]]

:5. 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]]

[[File: Import clients assigning column headers.png | center]]

:6. Press "~~confirm~~ import".

:6. Press "Confirm clients 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.

:2. There is some text above the data or unnecessary columns that prevent 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.

@@ Line 1: / Line 1: @@
 ====How to import clients====
-<br><br>
-:1. Enable "Import Clients" custom feature on your Custom Features page:
-[[File:Import clients plugin enable.png | center]]
 <br><br>
 :'''Attention!''' It is forbidden to import a client list with emails and client information where the clients have not specifically granted you the right to do so.
+<br>
 :'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).
+<br><br>
+:1. Enable "Import Clients" custom feature on your Custom features page:
+[[File:Import clients enable path.png | center]]
 <br><br>
 :2. Prepare your Excel file.
@@ Line 13: / Line 15: @@
 <br><br>
 :3. Go to Manage//Clients//Import from CSV.
-[[ File:Import clients2.png| center]]
+[[ File:Import clients file upload path.png | center]]
 <br><br>
 :4. Press "Choose file" and select the prepared file.
-[[File:Choose file.png| center]]
+[[File:Import clients file upload step1.png | center]]
 <br><br>
 :5. 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]]
+[[File: Import clients assigning column headers.png | center]]
 <br><br>
-:6. Press "confirm import".
+:6. Press "Confirm clients import".
 :''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 <br><br>
 ;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/>
+:2. There is some text above the data or unnecessary columns that prevent 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.
 <br><br>