Importing the list of clients

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.