How to Import Client Data in Clients 925Worksuite ERP 0 0

Overview

This guide explains how to import multiple client records into the Clients module using a file upload.

Steps

1. Go to Clients
2. Click on Import
3. Upload your client data file
4. Select File Contains Headings Row (if applicable)
5. Click Upload and Move to Next Step
6. Locate the required field Client Name
7. Match Client Name with the correct column from your file
8. Click on Save
9. Click on Edit  and select the appropriate value for each column from your file
10. Click on Save
11. Click on Submit

Expected Result

Client records will be imported successfully and displayed in the Clients list.

Common Errors

• Invalid file format

• Missing required field (Client Name)

• Incorrect column mapping

• Duplicate client records

FAQs

• Can I upload CSV file?
Yes, as long as it matches the required format.

• Why is my import failing?
Check for missing required fields or incorrect file format.

• Can I update existing clients via import?
This depends on system configuration and matching rules.