- Download Clients Template File.
- 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.
- 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.
Sunday, November 7, 2010
Uploading/importing a list of your clients is a three-step activity.