Bulk Client Import from CRM

This article explains how to import your client list from your CRM to Filenote AI in bulk.

Step-by-Step Guide

1. Navigate to Clients: Open the Clients tab located on the left-hand navigation menu.
   
   
   
2. Initiate Import: Select the Import Clients button at the top of the page.
   
   

3. Upload Your File: Click to upload your client list.

   Note: We support .xlsx or .csv files. Once selected, click the Upload button.

   
   

   
   

   
   

   
   
   

4. Map Your Data: To prepare your bulk import, select the specific data fields you wish to include by checking the boxes in the Import column. Then, use the Destination Field dropdown menus to map each of your file's columns to the corresponding Filenote AI system fields, leaving any unnecessary data unchecked. You can also create new Destination Fields if your category doesn't yet exist.
   
   

5. Finalize: Click Finalise Import to complete the upload.

6. Your clients will now appear in your Clients tab