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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

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click on the Import Clients button
  4. Click on the Import Options menu option
  5. Click on the Import from vCard menu item
  6. Select the vCard file from your computer
  7. Adjust the column headings as necessary to match the data that is displayed in each column
  8. Click the Save button