Import Clients (Add Clients in Bulk)
• Go to Clients and click on the Import button (Top Right corner).
• Click on the 'sample excel file' link, highlighted in blue.
• Download the Excel file.
• Open the file.
• Enter the Client Name in Column A.
• Select the Client Type from the dropdown in Column B.
• Enter the client's 10-digit mobile number without spaces in Column C.
• Enter the client's secondary 10-digit mobile number (if any) without spaces in Column D.
• Enter the client's Email ID in Column E.
• Enter the client's PAN in Column F.
• Enter the client's GSTIN in Column G.
• Enter the client's File Number (if any) in Column H.
• Enter the Client Group name in Column I (Note: Ensure the group name already exists in your Practice Software).
• Enter the client's Address in Column J.
• Enter the client's City in Column K.
• Enter the client's 6-digit Postal PIN number without spaces in Column L.
• Enter the client's State in Column M (Note: Ensure the state name exactly matches the State Tab provided in the downloaded excel file).
• Enter the client's Contact Person Name in Column N.
• Enter the client's Date of Birth in DD-MM-YYYY format (e.g., 11-12-1990) in Column O.
• Enter the client's Recurring Services in Column P (Note: Ensure the Services already exist in your Practice Software. Use commas to separate the services).
• Enter the client's Users in Column Q (Enter username, not name. Use commas to separate the usernames).
• After filling up all the data, save the file.
• Browse the file or drop it in the import section.
• If you want to overwrite the data, enable the toggle 'Overwrite if already exists' (Note: File Number will be treated as a unique identifier).
• Click on the Import Button and your Clients will be imported instantly.
○ All mandatory columns are highlighted with an asterisk (*).
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