Importing Clients into the Software

Import from an Excel Spreadsheet

If your client database is available as an Excel spreadsheet with properly titled columns and the ability to save to your computer, you can import it into the software. Our team is happy to help you format and upload the clients if you email us at [e-mail]. Otherwise, you can follow the instructions below.

Once the data is ready, save the file to your computer as: CLIENTTEMP_(your business ID)_.

Example: CLIENTTEMP38265

Upload the File into Your Software

Proceed to: Manage > Basic Settings > Guided Setup

1

Click Continue

Click Continue on the left.

2

Save and Continue

Click Save and Continue at the bottom left.

3

Done with Services

Click Done with Services at the bottom left.

4

Done with Employees

Click Done with Employees at the bottom left.

5

Skip Product Inventory

Click Skip Product Inventory at the bottom left.

6

Open the import link

Click the import it into the software link.

7

Choose the client list file

Under Select a File to Upload, click Choose File and select the CLIENTTEMP file, or the file containing your Client List.

Select Client List File

8

Review the uploaded sample results

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

9

Import clients

If everything looks correct, click Import Clients.