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Import Clients via CSV

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The Import Clients feature allows you to quickly populate your SmartCRM with customer data by uploading a CSV file. This ensures efficient organization and seamless onboarding.

Step 1: Prepare Your CSV File​

  1. Create a CSV file with the required columns:
    • Examples of required fields: Name, Email, Phone, etc.
    • Optional fields: Company, Address, etc.
  2. Ensure the column headers match the structure required by SmartCRM.
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Download the CSV template directly from the Import Clients section in SmartCRM to avoid format errors.

Step 2: Import the File​

  1. Navigate to the Clients tab in SmartCRM.
  2. Click on the Import Clients button in the top-right corner. ca94d9d4-7599-4697-a0f2-b66cfc63a720.png
  3. Select your CSV file : fa4cec6c-06a6-4208-93f7-c1d98503fcdb.png
  4. Click Import to begin the process.
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Errors in the CSV (e.g., missing required fields) will prevent import. Review the error log provided to fix issues before re-uploading.

Step 3: Verify Imported Data​

  • After the import completes, the newly added clients will appear in the Clients tab.
  • Clients are categorized based on their status:
    • Active: Verified and ready for engagement.
    • Prospect: Pending qualification or follow-up.
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Use filters to view specific groups of clients (e.g., only "Active" clients).

Example Use Case​

Imagine you are a marketing manager preparing a campaign for your clients:

  1. You export a list of customer data from your e-commerce platform.
  2. Format the data into a SmartCRM-compatible CSV file.
  3. Import the file into SmartCRM to:
    • Segment clients into categories (e.g., "High-Value Customers," "New Subscribers").
    • Send personalized email campaigns using templates.
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Importing clients ensures all your customer data is centralized and actionable within SmartCRM.

Troubleshooting​

Common Issues During Import​

  • Error: Missing Required Fields
    • Ensure all required fields (e.g., Name, Email) are included in the CSV.
  • Error: Invalid File Format
    • Verify the file is saved in .csv format.

Tips for Successful Import​

  • Validate the data in your CSV before importing.
  • Use the sample template to minimize formatting errors.
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Avoid uploading sensitive data (e.g., credit card numbers) unless necessary and compliant with privacy regulations.

Next Steps​

Once your clients are imported:

  • Organize them into categories for segmentation.
  • Use email and SMS templates to engage them directly.
  • Track their tasks, events, and engagement scores for improved follow-up.

Learn more about managing client categories.

Client View Documentation