Client & Supplier Imports & Creation | Klipboard Help Center

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All CollectionsCRM: Client & Supplier Management

Client & Supplier Imports & Creation

Client & Supplier Imports & Creation

4 articles

Import Client & Supplier DataFormat and Import Your Main Client Record Data

Import Client Sub Location / Site DataFormat and Import Your Sub Location / Site Data for a Client Record

Create A New Client or SupplierSetup an individual new client

Creating a Client Sub Location or Site LocationEnable work to be completed or billed for clients with multiple sites or locations.