Phase 1 Setup #4: Bulk Imports

Step by step process

1. Once you have added all of your custom fields and you’re happy with how your database is going to look, you can either create clients continuously one by one or you can import a bulk database into the system.
2. And 1st you need to download your template file.
3. Over here your template file will look like this where it gives you all the instructions that you need to follow and everything you need to fill in when doing your import.
4. All my additional custom fields which I’ve added are located at the end and here you can see them location services interested in start date and client value.
5. After you’ve filled in your sheet it look like this.
6. I’ve pre populated some clients into the system for this demonstration.
7. I haven’t included any customer contact details, you should complete those details but I have filled in all my custom field data.
8. It is important to save this file as a CSV before you do your import into the system.
9. To complete your import, all you need to do is drag and drop your file into the import function.
10. Here you can see that it has detected 35 entries and we are now ready to complete the import.
11. Simply click on submit.
12. As you can see, all of the clients have been imported successfully into this client’s profile.