{"id":16763,"date":"2024-04-22T06:57:39","date_gmt":"2024-04-22T06:57:39","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%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-%d8%a8%d8%a7%d9%84%d8%a5%d9%83%d8%b3%d9%8a%d9%84\/"},"modified":"2025-03-05T12:09:05","modified_gmt":"2025-03-05T12:09:05","slug":"importing-clients-through-excel","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/importing-clients-through-excel\/","title":{"rendered":"Importing Clients Through Excel"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1741172761429{margin-left: 200px !important;}”]<\/p>\n

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.<\/span><\/p>\n

[\/vc_column_text][vc_custom_heading text=”Viewing the Proper Excel File for Importing the Clients” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1713966514554{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741172823398{margin-left: 200px !important;}”]<\/p>\n

\n
\n

Ensure that the Excel file is prepared, including all the client data to be uploaded to the system, such as the client’s name, email address, client code, business name, telephone, and other information.<\/span><\/p>\n

\"\"<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”alert-warning”]The Excel file should be in csv format,<\/p>\n

as this is the suitable format for files in English.[\/vc_message][vc_custom_heading text=”How to Import Clients Through an Excel File” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1713967152067{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741176519118{margin-left: 200px !important;}”]<\/p>\n

\n
\n

Click on <\/span>“Manage Clients”<\/b> dropdown under “Client”<\/b> in the main menu, and click on the Import<\/b> button.<\/p>\n

\"\"<\/p>\n

Choose the “Comma Separated ( , )”<\/b> option and click on “Choose File”<\/b> to upload the desired Excel file from your device.<\/p>\n

\"\"<\/p>\n<\/div>\n<\/div>\n

\n
\n