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Importing Clients & Prospective Clients From PhotoOne*
OverviewThis 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- Go to Utilities menu at the top of the program
- Then click on Export > Export to Excel > Customers
- In the Spreadsheet Layouts window click the New button, unless you have previously created a spreadsheet layout
- Add each field from the "Available Fields" box to the "Show these fields in this order" box
- Click the OK button taking you back to the Spreadsheet Layouts window and select your newly created layout
- Click the Select button
- On the Select a Spreadsheet Destination Options window, select the ASCII Export option
- Then click the Browse button to determine where the file will be saved
- Finally click the Save button
How to Import Clients from PhotoOne- Click on the Clients component
- Click on the Settings tab
- Click on Import Clients button
- Select Import Clients Window
- Click on the Import Options menu bar
- Click on the Select Import from PhotoOne CSV File menu item
- Find your exported PhotoOne CSV file
- Click Open
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