How do I import my client list into YAMPOS?

Mariya

Last Update 7 maanden geleden

How to import your client list:

  1. Go to Clients and select Client list.
  2. Click on Options and select Import Clients.
  3. If you have an existing client list in a CSV format, click Upload CSV file or drag and drop this into the purple box from your device’s files.
  4. If you don’t have an existing client list file, click Download template and fill this in with your client information before using the above step to upload.
  5. Once your file has been uploaded, review the columns in your YAMPOS client list. YAMPOS will automatically match the column headers to the ones on your file. You can change these using the drop-down boxes before clicking Next step.

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