Is there a way to import client data?

Yes. There is an "import clients" feature available when logging into your account from a desktop or laptop computer.  Simply follow the instructions and you'll be able to import your client data from a spreadsheet or CSV file quickly.

1) MENU

2) CLIENTS

3) IMPORT CLIENTS

 

4) FOLLOW INSTRUCTIONS

 

 

 

 

Maybe this video can help too.

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