Helloclient knowledge base
Client base upload
Data transfer to HelloClient
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 upload
You can upload your client base from another softwere; to do that you would need to:
  1. Go to "Clients"
  2. Press the upload icon in the upper right.
  3. Choose the CSV or Excel file
  4. Define the columns containing the data for upload
  5. Choose the line the data will start uploading from.
  6. If your file contains columns headings please check the "ignore the first line" checkbox.
  7. 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.
Upload file requirements:
1. CSV or Excel format
2. Phone numbers must be in international format with "+" and the county code
3. The file must not contain empty lines or cells
4. The file must not contain more than 1000 lines
5. Unicode encoding only.
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