How to Import Clients

To import client data into the system, follow these steps:

1. Navigate to the Client tab from the main menu

2. Select Import Clients button in the right hand side menu

3. Click Download Sample File to access the import file template

4. Prefill or sort your client data within the downloaded template

Important: The following fields are mandatory for successful import:

• Trading Name

• Status

• Company Name

• State

• Division

These mandatory fields are essential, as they're used as filters throughout the system

5. Save your completed template file and upload it by selecting Next 

6. Once uploaded, choose how you want to import the records:

• Add as a New Client

• Update Existing Client Only

• Both

7. Review and configure the 27 mapped records to ensure all fields are correctly matched and pulling through as expected

8. Click Next The system will display a preview of all successfully matched data

9. If any records have failed, navigate to the Failed tab to view and update any incorrect or missing fields

10. Once all data is correct, click the Submit button

Your client records will now be imported and appear in the client list.