{"id":4173,"date":"2019-06-01T09:20:52","date_gmt":"2019-06-01T09:20:52","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2026-06-11T13:09:05","modified_gmt":"2026-06-11T13:09:05","slug":"importing-clients","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/importing-clients\/","title":{"rendered":"Importing Clients Data"},"content":{"rendered":"<div data-test-render-count=\"1\">\n<div class=\"group\">\n<div class=\"contents\">\n<div class=\"group relative relative pb-3\" data-is-streaming=\"false\">\n<div class=\"font-claude-response relative leading-[1.65rem] [&amp;_pre&gt;div]:bg-bg-000\/50 [&amp;_pre&gt;div]:border-0.5 [&amp;_pre&gt;div]:border-border-400 [&amp;_.ignore-pre-bg&gt;div]:bg-transparent [&amp;_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&amp;_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8\">\n<div class=\"standard-markdown grid-cols-1 grid [&amp;_&gt;_*]:min-w-0 gap-3 standard-markdown\">\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">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.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\"><strong>Before You Begin<\/strong><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal leading-[1.7]\">Make sure you have the &#8220;<strong>Add New Client<\/strong>&#8221; permission within the CRM permissions in your role. Prepare your data file in CSV or Excel format, ensuring that the column names match the required fields in the system. If you plan to include an opening balance for some customers, make sure to add the opening balance column in the file and enter the required values. Review the current customer list in the system to verify that no existing customer is duplicated.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"author":5,"featured_media":0,"template":"","categories":[2126,2131],"tags":[8115,8116,8117],"class_list":["post-4173","tutorial","type-tutorial","status-publish","hentry","category-clients","category-manage-clients","tag-add-clients","tag-import-data","tag-update-client-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Importing Clients Data - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/importing-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing Clients Data - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"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. 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