Zomentum allows you to bulk import clients into your dashboard. To bulk import clients,
- Go to the 'Clients' option from the menu.
- Click on 'Import' on the top right corner.
- Select any of the three options available [spreadsheet, software or email].
- You can download the samples for uploading your clients.
- Click on 'From Spreadsheet' and select the file in your system.
- You will see the uploaded clients on your dashboard now.
Note: You can download the format for bulk upload here.
Please do make sure that the format present in the templates shared below are exactly followed to avoid any issues while uplading the data.