1. Navigate to the Client Intelligence tab and click the Import button.
2. Upload your file by either:
Clicking Select File and choosing a file from your computer, or
Dragging and dropping the file into the upload area.
Please note:
The file must be in CSV or XLSX format
The maximum file size is 20 MB
Each file can contain up to 1,000 rows of data
Only one file can be uploaded at a time
3. Once the file has been uploaded successfully, click Start Import to begin importing your clients.
The system will then process the file and import the client data into Client Intelligence.