How to import client list

How to import client list into GigaBook and assign data to the matching GigaBook fields

Robert Raymund Reserva avatar
Written by Robert Raymund Reserva
Updated over a week ago

Yes, you can import your client list from Google, Outlook, Yahoo in EXCEL, or CSV file format.

1. Navigate to Client Management Page.

2. Click the plug icon.

3. Click the browse button to search for your excel or CSV file.

4. Make sure that you select the correct label from the drop-down menu that will match the data you want to import.

5. Click the Import button. Once the import is done, the clients will appear on the client management page.

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