Integrations

Importing clients and employees

Here we break down how you can manually import your clients and their employees.

To manually import your clients, click on 'Import'.

From here, you have the option to either import clients or employees.

Choose the one you need.

Next, you'll need to download the relevant excel template.

Fill out the template as required.

Save it as a CSV file.

Upload the CSV file.

Ensure there are no errors and click 'Import'.