In this short video, we will show you how to populate the import template to be able to bulk upload your client database into ClientWindow.
In this video, you will learn:
- How to access the import template feature
- Correct file formats and naming conventions
- Step-by-step instructions for importing
- Common errors to avoid and how to resolve them
- Tips to ensure your imported template works correctly
Here is a link to our Import Template. ClientWindow Import Data 2025.xlsx
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