Importing Clients into your software

Import from an Excel Spreadsheet. If your client database is available as an Excel spreadsheet with properly titled columns and saved on your computer, you can import it into the software.

Download Client Template

When you’ve finished entering your data, Save the file as CLIENTTEMP(your business ID). Example: CLIENTTEMP12345


To Upload the File into Your Software:

Proceed to: Manage>Basic Settings>Setup Wizard

1.  Under the Setup Wizard box, click on Import Clients.

2.  Under Select a File to Upload, click Browse and select the CLIENTTEMP file.


3.  Double check the sample results from the upload for your review. Use the scroll bar at the bottom to move from left to right to check all information.   

 4.  If everything is correct, click Import Clients

If you are having trouble with uploading your clients please Create a Case and attach your completed client template.

If you uploaded incorrect information or just did it incorrectly please send in a support conversation with what is incorrect and we can help direct you on how to fix it.

Attachments

Client-Upload-Template.xlsx Client-Upload-Template.xlsx

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