How can I import client information?
If you need to import client information that you have outside the platform, you can do so using the Data Administration Section within Platform Setup. This feature will be enabled for the platform owner and any other internal team members who have been given user rights as a data administrator.
To import existing client information onto your new platform, you will need to have your client information on a spreadsheet. If you already have existing custom fields (questions) that you want to continue using, you will need to have these on the excel spreadsheet also. When clicking on the Import Clients tab, you will be taken to a 4 step process with a sample file you can use as a reference for formatting your file before uploading.
Step 1: Download the same CSV file and enter the data in the format provided..
Step 2: You can add custom fields in the spreadsheet. Those fields must be defined on the platform as well.
Step 3: Upload your CSV file.
Before upload: They have to export their spreadsheet into the CSV format. Most spreadsheets software (Excel, Numbers, Google Sheets and open office) Support exporting as CSV.
Step 4: Review and map fields
Map the custom fields to the appropriate columns in the CSV files
Please note that when uploading data, only 500 records per file can be uploaded at a time.