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| '''How to use this option:''' | | '''How to use this option:''' |
| :1. Enable "Import Clients" custom feature on your Custom features page: | | :1. Enable "Import Clients" custom feature on your Custom features page: |
− | [[File:Import clients plugin enable.png | center]] | + | [[File:Import clients enable path.png | center]] |
| <br><br> | | <br><br> |
| :2. Prepare your Excel file. | | :2. Prepare your Excel file. |
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| <br><br> | | <br><br> |
| :3. Go to Manage//Clients//Import from CSV. | | :3. Go to Manage//Clients//Import from CSV. |
− | [[ File:Import clients2.png| center]] | + | [[ File:Import clients file upload path.png | center]] |
| <br><br> | | <br><br> |
| :4. Press "Choose file" and select the prepared file. | | :4. Press "Choose file" and select the prepared file. |
− | [[File:Choose file.png| center]] | + | [[File:Import clients file upload step1.png | center]] |
| <br><br> | | <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". | | :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]] | + | [[File: Import clients assigning column headers.png | center]] |
| <br><br> | | <br><br> |
− | :6. Press "confirm import". | + | :6. Press "Confirm clients 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.'' |
| <br><br> | | <br><br> |
| ;If you can't import clients, please check the possible reasons: | | ;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/> | | :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/> | + | :2. There is some text above the data or unnecessary columns that prevent 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. | | :3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc. |
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