Practice can help you mass import your client list - Before doing this please review the following:
- Make sure your client template is updated
- The columns in your CSV should match the fields you have in your client template that you want us to import over
- Ex: If you want us to import "Job title", make sure that is a field in your client template.
Link to Google doc
To make this your own:
1. Make a copy of the document and add to your own Google drive
2. Fill in the relevant contact data
Send this csv export to support@practice.do