Steps to Import Client Data

Step 1: In clients, click on 'Import Client' button at the top right side of the application.

Import Client

Step 2: Click on 'Click here for sample file' to download the sample client data in the csv format.

Sample file

Step 3: Open the downloaded file from your local machine.

Sample client list

In sample file you can see the dummy data for your reference. Now, provide the required client data in the respective columns and save the file.

Excel file

Step 4: Choose the file from your local machine and upload the saved file as shown in screenshot below.

Upload file

Step 5: You can check the uploaded data in the client list.

Client list

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