Importing clients in bulk / Importar clientes de forma masiva

1. Click on Settings>Initial Setup> Import Clients (Bulk).

   

2. You will be directed to the Import Client (Bulk) screen. Click to view sample Template link to download the template.

   

3. The file must be in CSV with all the columns found in the template. First and Last Name are required. In case there are rows that lack First and/or Last Names, they will be skipped. Client type should match those already defined under Company Settings > Financial Settings > Payers.
4. Click onChoose File and select the file you want to upload.
5. Click IMPORT and you will be able to find all successfully uploaded data on the  client screen.