How to Import Clients

The Import feature in Wifox CRM simplifies the process of adding or updating large volumes of client data. By uploading a properly formatted CSV file, users can seamlessly onboard new clients or update existing records. The system supports default values for missing fields and ensures data consistency by validating unique identifiers like email addresses. This functionality is ideal for businesses looking to streamline client onboarding, manage bulk updates efficiently, and maintain up-to-date client records without manual entry.

Use Cases

Onboarding New Clients

Import a formatted CSV file to upload multiple client records at once, with default values automatically filling in missing data for streamlined onboarding.

Bulk Updating Client Data

Import updated client details (e.g., email address changes) by re-uploading an edited CSV file. The system automatically updates existing records based on unique identifiers.

Partner Data Onboarding

Import CSV files submitted by partners or affiliates, with missing fields auto-filled by default values, ensuring fast and consistent onboarding.

Detailed Steps

2.1. Import Clients

firstName	email	username	middleName	lastName
example1	[email protected]			exampleL1
example2	[email protected]			exampleL2

CSV File Field Descriptions for Client Import:

firstName (Required): Client's first name.
email (Required): Client's email address (must be unique).
username (Optional): Client's username (auto-generated if omitted).
middleName (Optional): Client's middle name.
lastName (Optional): Client's last name.

Default Values for Missing Fields:

project: default
desk: default
type: personal

Note: Only firstName and email are mandatory; all other fields will be assigned default values if not provided.

Click “Import”

In the upper‐right corner of the Clients page, click on Import.

Review the Import Requirements

Requirements typically include:

File format: CSV only
User limit: No more than 5000 records per file
Security restrictions: No scripts, macros, or executable content
Formatting: Must adhere to the CRM’s required field structure

Attach Your CSV File

Click Attach file and select the CSV file from your computer.

Wait for the Import to Complete

The system uploads and processes your CSV.

While importing, the CRM may display a status message.

Check the Notification

Once the import finishes, a Notification will appear.

The notification confirms that your clients have been imported successfully.