Import Clients
Tools
Saad Amir
Last Update 2 years ago
Your CSV and Excel file can be used to import clients to SMIELS.
1. Login to smiels application
2. Select tools from left sidebar
3. Select Import Clients
4. Download sample file to understand
5. Upload your file
6. Map the colums to smiels
7. Press Save button
If Currency is not provided, it will be set to Company Currency.
If Default Term is not provided, it will be set to 14 (2 weeks).