If you have a long list of clients, you can import all of them once.
- From the Dashboard, click on Clients
- Client on Import Clients button
- Once you reach the import Clients page, upload your client sheet (.xls format)
- If you are not sure of the format, you can also Download the sample excel and input client data in the expected format
- Click on Choose File and select the excel file and click on Upload Button
- The client data will be loaded in the preview area
- Verify the data and map the columns to the respective information
- Click on Confirm Import button
- All entered fields will now be displayed in your client list.