Multiple profiles can be imported from this screen, or a complete database. Its probably easier to add just one individual by selecting the new button from the base of the client details screen.

To import data to the database:

• Check your data is formatted correctly in excel. eg each piece of data is in its own cell.
• Check your current MoST management fields – accessories/ client management/ manage management fields and create the fields you want in the data base. Some of these are already predefined such as first name, last name, email, and organisation.
• Add in any extra fields you may wish to have in your database
• Please note also if you are wanting to put in a subscription type, please placed the subscription type in this format ‘subscription code’
• Check your current data (excel file) and make sure all column names match exactly what is in the client management database eg last name, must be last name in the spreadsheet
• Once you are happy with your data, you will need to save the data as a tab delimited file.

• Once this file is saved, it is ready to be imported into the client management database, simply click import
• Locate your tab delimited file and hit import. You will receive an email notification of the data transferred and any errors that may have occurred (should be none, if data was formatted correctly)
• Check data by searching the database to see if you are happy with your import
• Repeat if necessary
  

Comments