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Importing Clients & Prospective Clients From VCard File*
Overview
This tutorial will show you how to import clients from a VCard file.
How to Import Clients from a vCard File- Click on the Clients component
- Click on the Settings tab
- Click on the Import Clients button
- Click on the Import Options menu option
- Click on the Import from vCard menu item
- Select the vCard file from your computer
- Adjust the column headings as necessary to match the data that is displayed in each column
- Click the Save button
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