You can import your clients by following the next steps:
1. Click on the Settings/ Import clients option and the Import clients screen will open.
2. Click on the Excel sample file (CSV) button. By clicking on the Excel sample file button you will be download and open a sample spreadsheet.
3. Enter your data in the sample spreadsheet and than save it in CSV format.
In the Payment method coloumn you can enter payment methods that are available in the Settings/Master data/Payment method list.
4. Browse and then upload your new CSV file by using the Settings/Import products/Browse Excel file button.
5. Your items will be appered on the window Import clients. Items that have incorrect data are marked with red colour.
You can modify incorrect data by opening related items.
If all of the items contain correct data and are marked with green colour you have to click on Import icon on the bottom of the window.
6. Your imported clients will be appeared in the My clients list.