Import Clients

Tools

Saad Amir

Last Update 3 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).

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