| Importing text/CSV File |
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After you have finished exporting your clients' information and setting up Client Track on
your computer, follow the instructions below to import your text/CSV file into Client Track. |
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| How to Import Your Clients Into Client Track |
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| STEP 1 |
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| 1) Open up Client Track |
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| 2) From menu, go to 'File' > Import Data > Import... > |
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| STEP 2 |
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| Click and locate the export file (.txt/csv) and then click . |
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| STEP 3 |
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| 1) Select as type of delimiter |
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| 2) Select title for each column field from drop-down list and then click . |
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Note: If 'Yes, export field names' was checked off in Act! Export Wizard,
then check off
in Import CSV Wizard. |
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| STEP 4 |
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| 1) Check off . |
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| 2) Select and which option to check for existing duplicates. |
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| 3) Click to complete importing text/CSV file. |
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