Content Comparison

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• There are some mandatory fields in Celoxis like, "Name" and "Email address". 
• Other optional fields like login (not required for generic users) can be mapped as per your requirement. 
• You can also map the custom fields created for users through the CSV file. For e.g the Date of Birth, Anniversary Date, etc.
• You can ignore or skip starting rows in the CSV by mentioning them under the Number of Top rows to skip box.
• You can also choose the required date format in Celoxis. 

To import Clients:

1. On the main menuFrom main menu, click Settings, and then click Company. In the Users And Clients section, click Client Accounts. 
   OR
   From the main menu, click People and Clients.From on View and under People section, click on Clients.
2. In the new page, from the action drop-down click on Import CSV.
3. Click Browse and select a file.
4. Click Next.
5. Under the Field Mapping, map the fields of your CSV file with the fields provided. You can now map the custom fields created for a user through the CSV file.
6. In the Number of Top rows to skip box, enter the number of rows you want to ignore.
7. From the Input Date Format drop-down list, select a date format.
8. Click Finish.
   
   

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