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How to import Clients in CSV?
How to import Clients in CSV?
Sam S avatar
Written by Sam S
Updated over a week ago

We can create clients in ReportGarden and link accounts specific to that client. Once a client has created, you can view the Reports, Dashboards, Budgets, Approvals, Invoices that are generated for that client. You could also invite contacts to view the Reports and Dashboards after creating a client.

We can create Multiple clients by uploading a CSV file. Find the attached Clients_Import_Template.csv file which has the format to use.

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