Importing Clients

I have imported my client list which included e-mail addresses.
These did not pull through at the same time as the other information.
Is there something I did wrong? is there a way of just importing these e-mail addresses.

Hi @DinahJones

As long as the CSV file matches the expected format, it should import all OK.

Unfortunately there isn’t a way to import just email addresses for existing clients, but you can add them by going into the client view individually and adding a contact.

Was your file in the format at the link above? If so, I’m happy to take a closer look for you - please feel free to send me a private message (click my name and then ‘Message’), and upload the file.

Hi

I am struggling to find a way to private message you. I have clicked on you name but can not see a message option.

Apologies - it was disabled as you’re still classed as a new user on the forums. You should now be able to do this :slight_smile: