Importing Clients Data

How to Import Clients

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the “Import” button at the top of the page.
  4. Select the prepared client file in one of the formats supported by the system for importing files.
  5. Select the format of the uploaded file:
    • Comma Separated
    • Semicolon Separated
    • Tab Delimited
  6. Click on the “Next Step” button.
  7. Map each field inside the file with the corresponding field inside the system.
  8. You can click the checkbox “Update an existing Client with new data” to update the existing client list in the system.
  9. Click on the “Import” button.
  10. The software will provide you with a clear report of the records that have been successfully imported.
  • Note: Please contact the technical support team of Daftra for more information about supported file formats and how to prepare them for uploading to the system.