How to Import Client List

How to Import Client List

This article will help you to import a client list

Please follow the below steps to import a client list
  1. Navigate to the Web Portal and login
  2. On the left-hand main menu, select Contacts->Suppliers
  3. Click on the button
  4. Click on Import Data
  5. Choose Excel as your File Type
  6. Click on  Browse and find your file.  Make sure you DO NOT tick the options Do not execute the "onSuccess" and "onValidate" Scripts. This is used to process your import. 
  7. Click Next
  8. Make sure the Data Import mapping is located correctly.
  9. Select "Don't import the data" On Import Errors.
  10. Click Import Data.
Compulsory Sections: Client Name and NZBN. Would be good to include: Phone, Postal Address, Email. You have to import all your clients before you import Projects
 You can use the attached template to import the Client List






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