How can I upload my client list to the database?


Uploading your client list

Follow these steps to take add a single Client to your database:

  • Log into your dashboard
  • Navigate to Settings 
  • under Company Information, click on Add Customer Button
  • Click on Bulk Add Customers
  • Click on Download Excel Templates 
  • Open the downloaded template excel file and fill in your customer information in that excel sheet. Alternatively, you can format your own customer excel sheet same as the template you just downloaded (same column headers)
  • Once you have your excel sheet ready, go back to your browser and click on Upload Templates