How to Import Clients

How to Import Clients

Importing Clients
Goto “Clients” module after logging into the dashboard. In the “clients” module, click on “Import” button as indicated below.


Upon clicking on the “Import” button, a pop-up box for importing the client list will open, as shown below. Download the client list template, fill in the client details in the template excel sheet and upload the client list (.csv file) as shown below. Click on “Import Client List” button to complete the importing of the client list.



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