Importing clients

Importing clients into the Autosem platform is a simple process. This guide will walk you through the steps to import clients.

Step 1: Navigate to the clients page

To import clients, you will first need to navigate to the clients page. You can do this by clicking on the "Clients" tab in the left-hand navigation.

Step 2: Click the "Import clients" button

Once you are on the clients page, you can import clients by clicking the "Import clients" button. This will open a form where you can upload a CSV file containing the client details.

Step 3: Upload the CSV file

In the form, you will need to upload a CSV file containing the client details. To see what columns you need to include, download the template from the dialog. Once you have uploaded the file, click the "Save" button to import the clients.

Step 4: Review the imported clients

After you have imported the clients, you can review them by navigating to the clients page. Here, you will be able to see the imported clients and make any necessary updates.