How Do I Import Clients?
Overview
Matters.Cloud provides a simple to use facility to import existing client data when migrating from third party applications.
Import Formats
The following file formats are supported:
- Microsoft Excel (.xlsx)
- Comma Separated (.csv)
Import Process
Step 1: Download Import Format
To download the import format select Clients > All clients and locate the Import button:
Download the appropriate Template using the links provided:
Step 2: Populate File Content
Populate the file with data from your third party application.
Step 3: Import Data
Select the file to import using the Choose File button and then click the Import button.
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