1.0Daftra Knowledge Basehttps://docs.daftra.com/en/Mohamed Ayoubhttps://docs.daftra.com/en/author/ayoub/rich600338<blockquote class="wp-embedded-content" data-secret="miDKVTwVJC"><a href="https://docs.daftra.com/en/tutorial/importing-clients/">Importing Clients Data</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://docs.daftra.com/en/tutorial/importing-clients/embed/#?secret=miDKVTwVJC" width="600" height="338" title="“Importing Clients Data” — Daftra Knowledge Base" data-secret="miDKVTwVJC" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); </script> The system allows you to import your client data in bulk from an external Excel file instead of entering them one by one manually, saving time and reducing errors. You can also set an opening balance for each client during the import, which will later appear in the client payments list. Before You Begin Make […]