There are two ways to bring your clients into Capium 365:
1. 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 > Click Next > Here you can review your data > Once happy click "Accept and Continue.
2. The Second option is to add the clients in one by one. To do this go to the Client Portal within Capium 365 > Manage > clients> Click "+Client" > Fill out the clients details > click "Save and Exit"