You can bulk import clients from other Capium modules into Capium 365. To do this, go to: 365 > Imports > Click “Clients “and then “Next” > Select which module and then click Next. There should be a message in the top right saying that it was successfully imported.
How do I bulk import clients into Capium 365 from other modules? Print
Modified on: Fri, 13 Dec, 2024 at 4:45 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.