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[[File:Html description new interface.png|center]]
[[File:Html description new interface.png|center]]
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=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.
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:'''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.
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'''How to use this option:'''
:1. Enable "Import Clients" custom feature on your Custom features page:
[[File:Import clients plugin enable.png | center]]
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: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.
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:3. Go to Manage//Clients//Import from CSV.
[[ File:Import clients2.png| center]]
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:4. Press "Choose file" and select the prepared file.
[[File:Choose file.png| center]]
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: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]]
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: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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;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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