{"version":"1.0","provider_name":"Daftra Knowledge Base","provider_url":"https:\/\/docs.daftra.com\/en\/","author_name":"Ashrakat","author_url":"https:\/\/docs.daftra.com\/en\/author\/ashrakat\/","title":"Importing Clients Through Excel - Daftra Knowledge Base","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"w63I3ge2LX\"><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/importing-clients-through-excel\/\">Importing Clients Through Excel<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/docs.daftra.com\/en\/user_manual\/importing-clients-through-excel\/embed\/#?secret=w63I3ge2LX\" width=\"600\" height=\"338\" title=\"&#8220;Importing Clients Through Excel&#8221; &#8212; Daftra Knowledge Base\" data-secret=\"w63I3ge2LX\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script>\n\/*! This file is auto-generated *\/\n!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);\n<\/script>\n","description":"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1741172761429{margin-left: 200px !important;}&#8221;] The process of adding clients to the system can be done individually for each client or by uploading all clients into the system in the form of an Excel file. This guide reviews how to prepare the Excel file and how to import clients from it into the system in moments. [&hellip;]","thumbnail_url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/858734.png"}