Import Clients from Spreadsheet

To import clients from a spreadsheet

  1. Click Import Clients from Spreadsheet under Administration menu. The Import Clients from Spreadsheet tab will open.

    2. Note: You can download a blank excel template clicking the Click here to download link next to Spreadsheet (.xls) Import User Template at the bottom of the screen.

  2. Browse the name of the pathname of the import file.
  3. Select the Clients from the list by clicking on the checkbox to the left of the Client Profile Name.
  4. Click on the "Import Clients" button to begin the importing the Selected Clients.