Import Clients

This feature allows you to import an existing list of clients using a CSV (Comma Separated Values) file.

1.    Select the ‘Clients> Import Clients From File’ option from the Navigation Bar.

2.    Select ‘Clients’ from the ‘Type of data to import’ drop-down list.

3.    Enter in the path name of the CSV file in the ‘Select CSV file to import:’ box or click the ‘Browse…’ button to search for the file.

4.    Check the ‘Overwrite duplicate records’ box if applicable.

5.    Click the ‘Upload’ button.

6.    A grid with the information from the CSV file will be displayed.

7.    Select an option from the drop-down list for each field. (Business Name, Last Name, First Name)

8.    Once all fields have been mapped out, click the ‘Import’ button.