Please note – If you will be connecting your Klipboard account with Xero or QuickBooks, there is no need to bulk upload as our integration will sync across your client and supplier data from your accounts package.
Import Client & Supplier Data
Navigate to Clients & Supplier > All > then select Import Data.
Download Import Data Template.
Format your Client & Supplier Data using the template.
Choose File and attach the formatted .csv file of the Client & Supplier data.
Import Client & Supplier Data (please give some time for the import to process as the geo-coordinates are being fetched from Google, do not close pop up or browser window until import is complete).
There are a few steps listed in the method so please follow the instructions listed within the wizard.
Need To Import Your Client Sub Location / Site Data?
To format and import your sub-location / site data for a client record please read the following Help Article: