Importing the list of clients: Difference between revisions

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

:1. Prepare your Excel file.

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

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

:2. Prepare your Excel 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. Go to Manage//Clients//Import from CSV.

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

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

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

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

: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. 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]]

:5. Press "confirm import".

:6. Press "confirm 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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: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.

@@ Line 1: / Line 1: @@
 ====How to import clients====
-:1. Prepare your Excel file.
+<br><br>
+:1. Enable "Import Clients" custom feature on your Custom features page:
+[[File:Import clients plugin enable.png | center]]
+<br><br>
+:2. Prepare your Excel 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.
+<br><br>
-:2. Go to Manage//Clients//Import from CSV.
+:3. Go to Manage//Clients//Import from CSV.
 [[ File:Import clients2.png| center]]
 <br><br>
-:3. Press "Choose file" and select the prepared file.
+:4. Press "Choose file" and select the prepared file.
 [[File:Choose file.png| center]]
 <br><br>
-: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. 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]]
 <br><br>
-:5. Press "confirm import".
+:6. Press "confirm import".
 :''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 <br><br>
@@ Line 21: / Line 25: @@
 :2. There is some text above the data that prevents 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>