Importing multiple clients at once can save you time and ensure all data is accurately entered. Follow these simple steps to import your client clients into the system:
Step-by-Step Guide to Importing Clients
Step 1: On the left panel, Navigate and click on Clients module.
Step 2: Click the Importbutton to start importing your client data.
Step 3: Download Sample File – Import Clients Template to get a structured format for your client's data.
Step 4: Populate the Template with Client Information
🟩 Tip: This template ensures your data is properly organized for seamless import.
Open the template and input the required details for each client. Fields marked with 🔴 red text are mandatory:
- *First Name
- Last Name
- Company
- *Payment Term
- Phone Code
- Phone
- Billing Country
- Billing Province
- Billing City
- Billing District
- Billing Address
- Billing Zip Code
🔶Note: The highlighted red text indicates that the field is required to be filled.
Step 5: Return to Fynlo, drag and drop your completed file into the uploader box, or click the Browse button to locate and upload the file.
Be patient and wait for the data to fully upload before proceeding to the next step. A progress bar or notification will confirm the upload status.
Step 6: Match the column headers in your file with the system's fields. Ensure all required fields are mapped correctly.
Step 7:Click Save to proceed. The system will validate your data.
Step 8: Handle Errors (If Any)
If errors are found:
- A toggle will appear to view the error list.
- Use the Edit button to correct errors (error messages will guide you).
- Save your corrections to update the data.
For any import-related issues, detailed instructions on how to fix errors during import.
Step 9: Confirm the Data
Once all errors are resolved, click the Confirm button to finalize the import.
Step 10: Wait for the file to be imported successfully.
✅ Success Message: You’ll see a confirmation message once the upload is complete.
Step 11: Click the Back to List button to see the uploaded clients.
If necessary, you can click the Return to Re-upload button to go back to the import clients page and re-upload the file if corrections are needed.
Need Assistance?
If you encounter issues during the import process or need further clarification, feel free to reach out to our support team support@fynloapps.com. We’re here to help!
Related Topics
📄 How to Create and Manage Client Profiles
📤 Exporting Client Data
🔒 Why Deactivate or Activate Clients?
Streamlining your client import process will save time and ensure a well-organized database for seamless operations. 🚀