Upload Client Data from Intelliforms

To upload client data from Intelliforms:

1. Click Upload Clients under Administration menu. The Import Client Information dialogue box is displayed.
   The dialogue box has two tabs - Choose Input File and Import the Client Data.
2. In the Choose Input File tab, select Database for the file type.
3. Type or browse the pathname of the database containing the Intelliform's client data to upload.
4. Click Next to read the client data from the Database (.mdb) file.
5. To select the client(s), click a client individually or click the Select All button. Use Shift + Ctrl to select multiple clients from the list.
6. Click Transfer Clients to complete the upload process.
7. Click Back to select another client database, or Close to exit.