There is a possibility you have got some data left in the other software. You can upload the following data to your HelloClient:
- Client base
- Service list
- Handbooks
- Inventory with goods
Client base uploadYou can upload your client base from another softwere; to do that you would need to:
- Go to "Clients"
- Press the upload icon in the upper right.
- Choose the CSV or Excel file
- Define the columns containing the data for upload
- Choose the line the data will start uploading from.
- If your file contains columns headings please check the "ignore the first line" checkbox.
- If you want to upload additional info such as mails, addresses, advertising channels, second number etc. please make sure you have added the right fields into the ticket form.