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We strive in giving high level of quality support to
our Client Track customers through FAQs, tutorials,
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customers may have.
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Importing Clients' Information
Before importing your clients into Client Track, you must export your clients' information
first from one of the software packages listed on the left side of the menu.
Follow the instructions below on how to export your clients' information into a text/CSV file.
Exporting Clients From MS Excel
STEP 1
Export Excel Screenshot (Step 1)
From the main menu in Excel, go to Icon > Save As > Excel Workbook.
STEP 2
Export Excel Screenshot (Step 2)
Name file, select CSV (.csv) from drop-down list and then click Save.
STEP 3
After export has been finished, click the link below to import file into Client Track.
> To import text/CSV file into Client Track, click here.
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Have questions? Contact us at 1-866-423-8525 or by email at sales@clienttrack.ca