Import clients

How to import multiple clients into your account

It is possible to import a large amount of clients into the system in one go. To do this please take the following steps:

  1. Go to Menu
  2. Go to Clients
  3. Click Import (Top menu)

1. Download import template

To make sure all clients are imported correctly, you need to download our import template. Do this by clicking on DOWNLOAD TEMPLATE

2. Fill and save the Excel file

This will download an excel file to your computer. Please enter or paste your client’s details in this file. Make sure you do not change the headers or the import will fail

When you are done, save the file on your computer. Below you can see a correctly filled file

3. Import your clients

Next you go back to your account. To import the file take the following steps:

  1. Click Choose File.
    • Select the import file you saved on your computer
  2. Click Import

The system should now start your import. This can take a couple of minutes depending on the number of clients. Please be patient.

4. Import results

When the import is done, All clients will receive an email invitation to your agenda and can register for a full account.

If there are any clients from the file that are not imported, you will get to see a file with the respective error message. In this file, you can correct the wrong entries. After your corrections you can save this file and retry the import like the steps above (Make sure to not import the full list again but only the failed items)

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