Are there any specific requirements for the Excel File containing the Client Database I want to import?
Yes, the file must meet the following requirements:
- The minimum required fields are First Name, Last Name and Email
- All fields need to be in separate columns
- Other fields that can be imported: Second Name, Second Last Name, Day of Birth
- When importing dates it must contain day, month and year in one of the following formats: DD/MM/YYYY, DD-MM-YYYY, MM/DD/YYYY, MM-DD-YYYY
- When importing an Address it must have separate columns for address, city, state and country.
- When importing Visa and Passport information it must contain: Expiration Date, Document number and City where it was issued in separate columns.