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Import Client(s) from CSV

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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 2017. If you would like a template .csv file in which to paste your data, you can enter one Client manually in SI 2017 and then click the [CSV] button in the Export section of the ribbon in the Client Explorer:




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



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


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




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


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You will need to map the columns in your CSV file to Client Fields in the SI 2017. 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:


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  1. The Import Clients from CSV form will open:


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


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