1. Navigate to Client list from side panel.

2. Click on the "Import Data" button.

Tip: Note: Import Client button will vanish either after you've used it or after 90 days from the time you signed up.

3. Click "Drop files here or click to upload" option if you wish to import clients through .CSV or xls file.

4. You can also paste the table of clients by clicking on the "Copy Paste Table Data."

5. Paste the relevant data and click "Next."

6. Verify the uploaded or pasted data in preview section then click "Next".

7. Map the relevant columns of your data with the displayed fields and click 'Next'.

8. Verify the mapped header in preview mode and click "Submit".

9. Your data will start "Processing."

10. Your data will start "Uploading."

11. Once the uploading is done, the clients will be imported and are visible in the client list.