Import Customers

Import clients:

If you have a long list of clients, you can import all of them once.

  1. From the Dashboard, click on Clients
  2. Client on Import Clients button
  3. Once you reach the import Clients page, upload your client sheet (.xls format)
  4. If you are not sure of the format, you can also Download the sample excel and input client data in the expected format
  5. Click on Choose File and select the excel file and click on Upload Button
  6. The client data will be loaded in the preview area
  7. Verify the data and map the columns to the respective information
  8. Click on Confirm Import button
  9. All entered fields will now be displayed in your client list.

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