Click on the "Clients" tab on the sidebar
Click on "Import Clients"
Download a template (csv or xlsx) if needed and format your client list
Click "Next"
Select a client Group or create a new Group (for this client list)
Upload your file (drag and drop or upload from computer)
Click "Import Clients"
That's it!
You can close the window and return to the "Clients" tab to view your newly imported clients or modify who is included in the list on the "Groups" tab
NOTE: The "reference_no" field must contain a unique, numeric identifier, e.g. a user_id or some other number specific to a client.