Import clients from Excel

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Import clients from Excel page:

If you already have the list of clients, contacts and prices, you can easily import it on this page without entering such information manually.

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

1. Download the template file for import and fill it out.

2. Click the "Choose file" button to upload the template with your information to the system.

3. Press the "Submit" button to import the template:

"Download", "Choose", and "Submit" buttons

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. Correct the mistakes, to be able to import the information again.

Use the CLIENTS template to enter general information about clients,

CLIENTS CONTACTS to enter the contact information,

and the CLIENTS PRICES to import prices for clients.