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Before importing clients into Client Track, you must export your clients' information
first from selected software on left side and follow the instructions below. |
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Exporting Your Clients From Excel Into Text/CSV File |
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Step 1 |
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Open a file to export in Microsoft Excel. |
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Step 2 |
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In menu, go to
File > Save As
> Excel Workbook |
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Step 3 |
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Create export file name and select CSV (.csv) from drop-down list. |
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Step 4 |
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Click Save to complete exporting file. |
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Step 5 |
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To import Excel export file into Client Track, follow the instructions
here. |
