Difference between revisions of "Importing the list of clients"
From SimplyBook.me
m (Admin moved page Exporting the list of clients to Importing the list of clients) |
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====How to import clients==== | ====How to import clients==== | ||
| − | 1. Prepare your file. | + | :1. Prepare your file. |
:- No text above the list of clients should be written | :- No text above the list of clients should be written | ||
:- Make sure all cells are correctly displayed | :- Make sure all cells are correctly displayed | ||
:- Save file in .csv format with comma separation. | :- Save file in .csv format with comma separation. | ||
| − | 2. Go to Manage//clients//import from csv. | + | :2. Go to Manage//clients//import from csv. |
| + | [[ File:Import clients.png| center]] | ||
| − | 3. Press "Choose file" and select the prepared file. | + | :3. Press "Choose file" and select the prepared file. |
| − | 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". | + | :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". |
| − | 5. Press "confirm import". | + | :5. Press "confirm import". |
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.'' | :''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.'' | ||
Revision as of 08:33, 3 November 2016
How to import clients
- 1. Prepare your file.
- - No text above the list of clients should be written
- - Make sure all cells are correctly displayed
- - Save file in .csv format with comma separation.
- 2. Go to Manage//clients//import from csv.
- 3. Press "Choose file" and select the prepared file.
- 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".
- 5. Press "confirm import".
- Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.
I cannot import clients.
- 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.
- 3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
