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How do I import clients from another system?
Posted by Dino Bassanese on 06 August 2020 11:03 AM
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In order to import a client list into Click4Time, you will need to provide us with an excel spreadsheet with your client details, including columns for all or some of the following details: This spreadsheet should be locked and sent to support@click4time.com. Send the spreadsheet and password in separate emails, whereby the password email would simply have the password in it without the word "Password" in the body or subject. The subject should be "client import". Once we receive the document, it will be reviewed for formatting consistency and then imported. Imports are completed within 5 business days. Here are instructions on setting a password to protect the excel file https://support.office.com/en-us/article/Protect-an-Excel-file-7359d4ae-7213-4ac2-b058-f75e9311b599 Follow these steps to set a password to open/modify an Excel file: NOTE: On a Mac, go to File > Save As > Options, and then set the password to open or modify the file. | |
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