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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.

• 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.
   
   

Exporting clients

Celoxis allows you to export the list of clients in one of the following ways:

• HTML
• PDF
• CSV
• CSV (Grouped)

To export user list:

1. Select the columns of your choice in the Client report.
2. From the action drop-down Image Added point to Download and select the format you want the report to be expected.