Home > SI Documentation (v13) > User Guide > People > Clients > Adding Clients > Import Client(s) from CSV

Import Client(s) from CSV

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Details

 

You can import a .csv file of your Clients if you wish. The file you use should contain header rows and you will map your columns in the spreadsheet to fields with SI. If you would like a template .csv file in which to paste your data, you can enter one Client manually in SI and then click the [CSV] button in the Export section of the ribbon in the Client Explorer:

 

export.png

 

You can then delete the record from the spreadsheet and use this template for your import since all columns will automatically mapped.

Steps

 

  1. In the Client Explorer, click the [CSV] button in the Import section of the ribbon.

 

import csv.png

 

  1. You will be prompted to browse to your .csv file:

 

browse.png

 

  1. Once you've selected your file the Map CSV File form will open:

 

map csv.png

 

You will need to map the columns in your CSV file to Client Fields in the SI. Some fields will be pre-mapped if they are an exact match or if they are a close match. When you click the Map button next to an item you will then be able to select the appropriate field or you can unmap any field by clicking the [None] button on the form:

 

map fields.png

 

  1. The Import Clients from CSV form will open:

 

import clients form.png

 

Select the Clients you wish to import then click the [Import and Close] or [Import] button:

 

select clients to import.png

 

import buttons.png

 

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