How to import my client database from an Excel File to Travel Contact?
- Go to the Client Module and select the “three points” button on the right side of the screen.
- A list with different options will be displayed, select "Import Customers" a new tab will open.
- Once you locate the Excel File containing your database you have to select and copy the information. Go back to the tab and paste the information.
- You must select if the file contains headers and click the option Analyze. The platform will arrange your data in columns and will let you select the specific field for the information in each column.
- You must then click import and the clients on the database will automatically be imported to the platform.