Import clients from Excel
Import clients from Excel page: http://cloud.protemos.com/client-import/index
If you already have the list of clients, contacts, and prices, you can easily import it on this page without entering such information manually.
To do that, go to the Clients page and press the "Import from Excel" button:
The clients’ information is imported step-by-step.
1. Download the template file for import by clicking the "Download Excel template" link, and fill it out.
2. Click the "Choose file" button to upload the template with your information into the system.
3. Press the "Submit" button to import the template:
If the filled file has no mistakes, the information from it will be imported into the system.
Otherwise, the file will be returned with an indication of the found mistakes in the Errors column. Correct the mistakes to be able to import the information again.
- CLIENTS—use this template to enter general information about clients.
- CLIENTS CONTACTS—for entering the contact information (relates to the Company category of clients).
- CLIENTS PRICES—to import prices for clients.
