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| ====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> |
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| :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> |