7. How to Import Clients

The Import feature 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

ID	First Name	Last Name	Email	Project	Desk	Active	Type	Created
666c2c2f32735479fd3e9a5c	John	Doe	john.doe@example.doe @example.com	66524609caa3558dd8f8da65	67a346ad8092c651c919337e	True	Personal	2024-06-13T15:06:02.802Z
66829b2e43c91e3ce480b6c4	Emma	Smith	emma.smith@example.smith @example.com	66524609caa3558dd8f8da65	67a346ad8092c651c919337e	False	Personal	2024-07-01T07:33:52.343Z
668787f6def210c1fcfa2c92	Michael	Brown	michael.brown@example.brown @example.com	66524609caa3558dd8f8da65	67a346ad8092c651c919337e	True	Personal	2024-07-05T05:29:59.572Z

File Format: CSV Only – Ensure the file is saved in CSV format before uploading.

Important: For project and desk, you must specify their ID values.

Column Descriptions:

• ID (Required): A unique identifier for each client (system-generated – do not modify).
• firstName (Required): Client's first name.
• lastName (Optional): Client's last name.
• email (Required): Client's email address (must be unique).
• project (Required): The ID of the project the client is associated with.
• desk (Required): The ID of the desk assigned to the client.
• active (Required): Indicates whether the client is active.
• type (Required): The type of client account.
• created (Required): The date and time when the client account was created.

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

1. Click “Import”

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

2. Review the Import Requirements

A modal window appears titled “Wants to import clients?”.

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 required field structure

3. Attach Your CSV File

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

4. Wait for the Import to Complete

The system uploads and processes your CSV.

While importing, the system may display a status message.

5. Check the Notification

Once the import finishes, a Notification will appear.

The notification confirms that your clients have been imported successfully.