Bulk Client Import

How do I import my clients?

Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago
Healthcare Record Import

Here are the steps to import your clients:

  1. Navigate to the Client page

  2. Go to the Import button

  3. Select either Choose a file button

  4. Select the file you are uploading from your desktop

  5. Match the columns of your spreadsheet with client record fields

  6. Select the Submit button

  7. Select the Done button

Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.

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