Import clients from CRM to Filenote AI

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

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 currently support .xlsx or .csv files. Once selected, click the Upload button.

4. Map Your Data: Align the headers from your spreadsheet with the corresponding Client Categories in Filenote AI to ensure everything lands in the right place.

5. Finalize: Click Save Mapping to complete the import.