The Bulk Client Importer allows you to create client profiles in RoutingBox by importing the client data from a .csv file.
Navigate to the Scheduling tab, then select the Clients icon.
1. Click on the Client icon at the top left corner of the Client screen..
2. Click on Bulk Client Import.
3. Click on Choose Import File and select your desired .csv file from your computer.
Note: You must use the template provided in the Bulk Client Importer. Any other file will not work. It is important NOT to change any headers or formatting.
4. Once the file loads into the grid, you can click into any field to edit the information.
5. Click on Import Clients to import the client profiles into RoutingBox.
6. After clicking Import Clients, you will be notified if a client cannot (or should not) be imported. An alert icon will populate if there is a problem or window icon if the client already exists.
Client, Client Profile, Import, Client Import, Bulk Client Import, .csv file