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Import Clients in Agency Handy

Orvi Das avatar
Written by Orvi Das
Updated over 8 months ago

Quickly upload client data from a CSV file to save time and reduce manual entry.

Key Steps:

  • Go to Clients: Log in and navigate to the "Clients" section.

  • Click Import: Upload your CSV file and map fields if prompted.

  • Save & Confirm: Review data and finalize the import.

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