Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently.
Import of Clients:
You can import Clients, Users, and Templates in Capium 365 using our sample file. Clients can also be added through the My Admin section.
Using our sample file:
1. Navigate to the Imports section.
2. Select Client as the type to import and press Next.
3. Download the sample file.
4. Fill in the relevant client details in the file.
5. Upload the completed file back into the system.
Once the file is uploaded, Capium 365 will automatically verify the data. After successful verification, the details of the clients will be displayed within the system
Through My Admin
1. Select the My Admin drop down.
2. Choose the client type from the drop-down menu.
3. Choose this option by clicking the circle in the top right.
Import of Users
Users can be imported using the sample file method:
1. Navigate to the Imports section.
2. Select User as the type to import and press Next.
3. Download the User sample file.
4. Enter the required user information.
5. Upload the completed file into the system.
Once the file is uploaded, Capium 365 will automatically verify the data. After successful verification, the details of the clients will be displayed within the system