Client Intelligence allows you to mass import clients, entities, and contacts using a CSV or XLSX file, making it easier to add large amounts of data without entering each record individually.
Mass Import Requirements
Before starting your import, please make sure your file meets the following requirements:
Supported file formats: CSV or XLSX
Files per import: One file at a time
Maximum file size: 20 MB
Maximum number of data rows: 1,000 rows per file
How to Mass Import Your Data
To learn how to complete the Mass Import process in Client Intelligence, please follow the video guide below, which will walk you through the process step by step.