Importing the list of clients: Difference between revisions

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====How to import clients====  

: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:

[[File:Import clients enable path redesigned.png|1200px | center|link=https://help.simplybook.me/images/5/55/Import_clients_enable_path_redesigned.png]]

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:2. Prepare your Excel file.  

:- No text above the list of clients should be written

[[ File:Import csv file path redesigned.png|1200px | center|link=https://help.simplybook.me/images/c/cb/Import_csv_file_path_redesigned.png]]

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

[[File:Import page redesigned.png|1200px| center|link=https://help.simplybook.me/images/0/06/Import_page_redesigned.png]]

[[File:Assign values to columns import redesigned.png|1200px | center|link=https://help.simplybook.me/images/b/bf/Assign_values_to_columns_import_redesigned.png]]

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: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.''

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;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/>

:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.

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