Difference between revisions of "Importing the list of clients"

From SimplyBook.me
Line 1: Line 1:
 
====How to import clients====
 
====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
 
:- No text above the list of clients should be written
 
:- Make sure all cells are correctly displayed
 
:- Make sure all cells are correctly displayed
 
:- Save file in .csv format with comma separation.
 
:- 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]]
 
[[ File:Import clients2.png| center]]
 
<br><br>
 
<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]]
 
[[File:Choose file.png| center]]
 
<br><br>
 
<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]]
 
[[File:Import clients file2.png| center]]
 
<br><br>
 
<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.''
 
:''Please note that only 10 clients will be shown in preview, but after you import, all clients will be shown.''
 
<br><br>
 
<br><br>
Line 21: Line 25:
 
: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 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.
 
:3. Values are not assigned. Use drop-down menus above the columns to assign values "name", "email", "phone", etc.
 +
<br><br>

Revision as of 12:46, 17 October 2017

How to import clients



1. Enable "Import Clients" custom feature on your Custom features page:
Import clients plugin enable.png



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.
Import clients2.png



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



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".
Import clients file2.png



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.