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Importing Clients & Prospective Clients From PhotoOne*

Overview

This tutorial will show you how to export your clients from PhotoOne to a CSV file and then import that file into StudioCloud.

How to Export Clients from PhotoOne

  1. Go to Utilities menu at the top of the program
  2. Then click on Export > Export to Excel > Customers
  3. In the Spreadsheet Layouts window click the New button, unless you have previously created a spreadsheet layout
  4. Add each field from the "Available Fields" box to the "Show these fields in this order" box
  5. Click the OK button taking you back to the Spreadsheet Layouts window and select your newly created layout
  6. Click the Select button
  7. On the Select a Spreadsheet Destination Options window, select the ASCII Export option
  8. Then click the Browse button to determine where the file will be saved
  9. Finally click the Save button

How to Import Clients from PhotoOne

  1. Click on the Clients component
  2. Click on the Settings tab
  3. Click on Import Clients button
  4. Select Import Clients Window
  5. Click on the Import Options menu bar
  6. Click on the Select Import from PhotoOne CSV File menu item
  7. Find your exported PhotoOne CSV file
  8. Click Open