Import My Client List

To import your clients using Excel/Sheet, perform the following steps:

1. Click on Clients 

2. Select the desired employee for whom you want to import clients or select the Global list

3. Click on Import Clients

4. Click on the Download template file 

5. Click on the downloaded template "ClientImportation" 

6. In the Excel page, fill out the desired information and then save the file. The only required information is the client's first and last name. Note that you can provide your own file, as long as the same column names are present 

7. Click on Choose your file and select the saved file 

8. Click on Start Importation. Your client list will be imported into your GOrendezvous account shortly and will take a couple of minutes or hours to complete, depending on the size of the file