Importing Your Client Information:
Upload a CSV file with the below column headings and your client’s information, and we’ll instantly add them to your Iris Works client list.
* When adding "yes" to the email_marketing column, you are confirming you have the client's permission to send them promotional emails.
* The client_status column needs to be populated with one of these values (client, lead, marketing contact)
Required Columns: (These can not be left blank)
first_name
last_name
email
phone
email_marketing
client_status
Optional Columns: (must have columns listed but the information can be left blank)
birthday
alternate_email
secondary_phone
address
city
state
zip
country (Country codes must be 2 characters only. Example United States = US)
wedding_date
notes
Do you need more assistance on importing your clients? Check out our youtube tutorial.