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Sunday, November 7, 2010

How to Import Clients from a Spreadsheet

Uploading/importing a list of your clients is a three-step activity.
  1. Download Clients Template File.
  2. Open the template with a spreadsheet program (e.g. Microsoft Excel, OpenOffice), add your clients to the spreadsheet and save in the same comma-separated values (.csv) format.
  3. Select the file on the form below and click the Import button. If a client record with the same name or email already exists, then the matching spreadsheet row is omitted from the import.
Where: Client List > Import Clients

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