Importing the list of clients: Difference between revisions
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====How to import clients==== | ====How to import clients==== | ||
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<span style="background-color: #26dd7d; padding:5px; border-radius:5px;">Free custom feature!</span> | |||
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:'''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. | :'''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. | ||
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:'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum). | :'''Please note''' that this feature is available with Standard and Premium subscriptions only(former Advanced, Gold and Platinum).<br> | ||
:It is only possible to import 500 clients by default. If you need to import more please contact support for details. | :It is only possible to import 500 clients by default. If you need to import more please contact support for details. | ||
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'''How to use this option:''' | |||
:1. Enable "Import Clients" custom feature on your Custom features page: | :1. Enable "Import Clients" custom feature on your Custom features page: | ||
[[File:Import clients enable path.png | center]] | [[File:Import clients enable path free.png | center]] | ||
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:2. Prepare your Excel file. | :2. Prepare your Excel file. | ||
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:- Save file in .csv format with comma separation. | :- Save file in .csv format with comma separation. | ||
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:3. Go to Manage//Clients//Import from CSV. | :3. Go to Manage//Clients//Import from CSV or simply click on "Settings" near this custom feature. | ||
[[ File:Import clients file upload path.png | center]] | [[ File:Import clients file upload path.png | center]] | ||
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