Clients without company fails to import

Support
1

Hi, I introduce myself, my name is Walter and I’m playing with this nice piece of software before going live. One question: I’m trying to import clients from a CSV. It goes fine, but only imports clients with company name. All other clients fails, any help or explanation? thanks

2

Each client record in QuickFile consists of two parts:

The business details, e.g. business name, address, account ref. etc, and a list of contacts for that client record, e.g. first name, surname, email.

When you’re entering clients who are just individuals without any business identity you just need to put the client’s full name in under the companyName field.

3

understand… just spent the all morning splitting them

thanks for your help

4

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