Imports and exports use a simple csv structure where clients can be added to the system in bulk, or exported and saved as a csv file.

Online Practice Management System Walkthrough - Import/Export Clients

1. Importing Clients

Importing and exporting are both done from the main Client list screen. Clicking displays the importing section for selecting and uploading a CSV file. Clicking will instantly export a CSV file to save, which is also used as the CSV format template for importing. The first row of this file is not imported and contains the column titles.

2. Format and upload a CSV File

A simple CSV file with all clients can be prepared and imported, also setting the default contact details for the client. Select the file to upload from the Browse and choose Import Clients.

All clients from the CSV file will be added to the system and appear in the listing. These can then have additional address and contact details added, as well notes and tasks assigned.

3. Exporting Clients

All clients and their default contact details can be exported to a CSV file from a single click of . The filename will start with Clients and follow with the date and time.

This CSV file is in the same format as the required import file.

That covers a quick run through of importing and exporting clients, and I hope you find it useful!