{"id":1514,"date":"2016-02-03T15:05:03","date_gmt":"2016-02-03T15:05:03","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=1514"},"modified":"2017-05-10T14:57:47","modified_gmt":"2017-05-10T14:57:47","slug":"how-to-import-a-list-of-clients-from-a-csv-file","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2016\/02\/03\/how-to-import-a-list-of-clients-from-a-csv-file\/","title":{"rendered":"How to import a list of clients from a CSV file"},"content":{"rendered":"
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  1. You can add a numerous number of clients with a few steps without having to enter every client manually to the system by using the import feature. You can import the “Client Number”<\/strong>, “Email”<\/strong>, “Business Name”<\/strong>, “First Name”<\/strong>, “Last Name”<\/strong>, “Telephone”<\/strong>, “Street Address 1”<\/strong>, “Street Address 2”<\/strong>, “City”, “State”<\/strong>, “Postal Code”<\/strong> and “Country”<\/strong>. The” Business Name”<\/strong> field is mandatory and you can choose to add or not to add any of the other fields. The “Email”<\/strong>, “Client Number”<\/strong> and “Business Name”<\/strong> fields must be unique however you can’t add the same email into two or more fields.<\/li>\n<\/ol>\n

    To start importing a list of clients please follow these following steps:<\/h3>\n

    Notes<\/strong>:<\/p>\n