Go to the Clients tab and click Import clients near the top of the screen.
You can use an already existing file or there is an import template file available to download with two example records and the available options for services and priority levels listed in it to help with the import process and information formatting if you need it! Click here if you need a template for your import!
Follow the on-screen prompts to select a file to import or you can manually enter data as well.
If you're importing a file, you'll next be asked to map your file columns to the fields they correspond with inside of the system.
Each column of information must match a field in V2 so your clients can be imported correctly. Additional or custom fields are not currently supported in V2.
You will be able to import and map the following fields:
Client Name
Client Description
Client Website
Client Priority Level (options provided)
Client Service (options provided)
Primary Contact Name
Primary Contact Email
Primary Contact Phone
Primary Contact Street
Primary Contact City
Primary Contact State
Primary Contact Postal
Active (true or false)
Any errors seen will need to be addressed before the import is completed. There is a filter by error option available on the importer to view errors.
When you're ready to complete your import, click the blue Import button!
You can now view your imported clients on the clients and contacts in their corresponding tabs!