Import Customers

Managing Client Information - Simple and Effective!

Maintaining accurate client records is crucial for effective business management. Whether you're adding new clients to your database or updating existing ones, follow these straightforward steps to efficiently manage your client information.

Adding Clients - As Easy as 1-2-3!

Expanding your client database has never been simpler. Just follow these straightforward steps:

This updated text shifts the focus to managing client information and outlines the steps for adding clients.

1. Access Client Management

• Start by clicking on the "Clients" icon located on the sidebar.

2. Go to Import Mode

• Look for the import client icon located at the top right corner, right next to the "Add Client" icon. Click on it.

3. Importing Made Simple

• Congratulations! You've entered the Import Client screen. Let's break it down:

Step 1: Download the Client Template

• Kickstart your client import process by downloading our handy Client Template. It's your trusty guide to success.

Step 2: Follow the Import Success Guide

• Now, for a seamless experience, follow our step-by-step instructions as you fill out your Excel sheet. We've tailored this guide to ensure your import goes off without a hitch.

Step 3: Upload Your Completed Template

• Once you've filled out your Excel sheet following our instructions, it's time to upload it. You can either drag and drop the file or simply click to upload. Sit back and relax; we'll handle the rest!

4. You're Done!

• That's it! You've successfully added your clients. It's as simple as 1-2-3. Now, watch your client base grow and thrive.