There are two ways to bring your clients into Capium 365. The first way is bulk import your clients, to do this: Go to Client Portal > Manage > Imports > Click clients and then Next. Here you can select what module and what type of client you would like to bring across to 365.
The Second option is to go to the client portal within 365 > Manage > clients> Click "+Client", here you can import your clients in one by one.