How To Import Clients From CSV

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

How to Create New clients ?

1) We can Manually create the clients by clicking on Clients > New clients > and fill up the information

2) we can also create Multiple clients by uploading a csv file. Find the attached Clients_Import_Template.csv file which has the format to use.

 

NOTE: If you have any queries regarding this article please raise a support ticket by emailing to support@reportgarden.com

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1 Comments

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    Digital Dynamite

    Hello, 

    Please could you elaborate on the required format of each cell? 

    Perhaps you could provide a .csv with dummy account information inside of it? 

    Thanks!

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