MDRUGB

Import/Export clients

Developer Guide / Import / Export data / Import/Export clients
Changed: 04.03.2024 17:26

Export on the "Clients" page

  • To export a list of clients
    click "Export list" and select the required format.
    The list file will be saved to your "Downloads" folder.
  • To import a list of clients (or a single client)
    click "Import" and select the required data file.

  • Export on the "Customer Card" page

  • To export a customer card
    click "Export card" and select the required format.
    The client card file will be saved to your "Downloads" folder.

  • Import on the "Clients" page

    After clicking on the "Import" button, follow the instructions: