Import clients from Excel

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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 entering such information manually.

1. Download the template file for import and fill it out. Then upload it to the system and import by pressing the “Submit” button:

2. If the filled file has no mistakes, the information from it will be imported into the system. Otherwise, the file will be returned with indication of the found mistakes. Correct the mistakes, to be able to import the information again.

The clients' information is imported step-by-step.

Use the ClientImport.xlsx template to enter general information about clients, the ClientContactImport.xlsx to enter the contact information of employees and the ClientPriceImport.xlsx to import prices for clients.

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