Importing clients via CSV
Celoxis provides you with importing clients from spreadsheet which saves a lot of your time and effort.
How does it work?
While importing, Celoxis prompts you to map the relevant fields from the CSV with the fields available in Celoxis.
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You can view the sample file for the CSV import on the Import CSV page (step 3) by clicking on the Sample CSV link. |
Exporting clients
Celoxis allows you to export the list of clients in one of the following ways:
- HTML
- CSV
- CSV (Grouped)
To export user list:
- Select the columns of your choice in the Client report.
- From the action drop-down
point to Download and select the format you want the report to be expected.