Deyan Iolov wrote this on September 27, 2016
If you have a large set of clients to add, there is no easier method than the Colibro Clients import feature. In this tutorial we will walk through the simple 4 step process.
- Prepare contacts. You can use a multitude of sources for your clients import, however, for best results we recommend you use our standardized template which can be downloaded on the Import Clients -> Upload file page. Remember, your list of clients must be in CSV format. If you need more help setting up the file for your import refer to the File Format section below or contact us.
- Once you’ve uploaded your file, you move on to the second step where you can make sure that the headings in your CSV file match the client fields in the Clients app. Colibro will try and select your closest matching columns. If you would like to alter the mapping, you can go through the list and select the best column option per field.
- Once you’ve paired your headings to Colibro Clients fields, you can see a preview of the full list of clients you are importing. Rows highlighted in red will not be imported since they are missing required fields. Please not that if you have two contacts that are part of the same organization, both contacts should be defined on individual rows. Once an organization is created, all additional contacts with the same organization name will be added to the first.
- That’s it! Review the summary of your import procedure and return to the Clients app home page to view your list of imported clients.
The client list must be in the CSV file format and should not be longer than 1000 rows or larger than 2MB. The first line of your CSV file should contain as many of the headings listed below as possible. Items marked with a * are required fields for you import file.
|Organization||The name of the organization. If left blank, the contact’s first and last names will be used.|
|FirstName *||First name of contact.|
|LastName||Last name of contact.|
|Email of contact.|
|Phone||Primary phone number for contact.|
|Phone2||Secondary phone number for contact.|
|Address||First address line of client.|
|Address2||Second address line of client.|
|City||The city the client is in.|
|State||The state or province the client is in.|
|Country||The country the client is in.|
|PostalCode||The ZIP or postal code for the client’s address.|
|Currency||The 3 letter currency code for this client. (eg. USD)|
|Notes||Any additional notes or info for this client.|