To Bulk import clients, please follow the below mentioned steps :

• Navigate to the Clients section from the sidebar.

• Click on “Import” in the top right corner

• Choose the method to import clients.
  The three Import options are:
  (i) Import by downloading the file in a CSV/XLSX format
  (ii) Software from which you want to import can be integrated (coming soon)
  (iii) If you do not have a fixed format of the sheet, you can simply email us. We will take care of the rest (coming soon)

• You may also choose to import the Client Contacts available in Zomentum.
  

Lastly, users can also download the Client & Contact information from Zomentum. With the help of Export Clients and Export contacts, the CSV file can be downloaded. These options are found within the ‘Import’ option.