Custom Features: Difference between revisions

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[[File:Html description new interface.png|center]]

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=Import Clients=

[[File:Import clients icon.png | left]] Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.

:'''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.

'''How to use this option:'''

: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.

:3. Go to Manage//Clients//Import from CSV.

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

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

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

: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]]

:6. Press "confirm import".

:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''

;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.

: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.

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@@ Line 448: / Line 448: @@
 [[File:Html description new interface.png|center]]
+--------
+=Import Clients=
+[[File:Import clients icon.png | left]] <br>Use this feature if you need to add the list of clients to your system with just several clicks. Simply upload a CSV file containing your clients data, then select headers for corresponding columns, and you will have an updated list of clients in your client register.
+<br><br>
+:'''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.
+<br><br>
+'''How to use this option:'''
+: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>
+:3. Go to Manage//Clients//Import from CSV.
+[[ File:Import clients2.png| center]]
+<br><br>
+:4. Press "Choose file" and select the prepared file.
+[[File:Choose file.png| center]]
+<br><br>
+: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>
+: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>
+;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/>
+: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.
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