Click here to go to the Manage Imports page.
Capium 365 offers a streamlined import feature that allows practices to quickly bring essential data—such as clients, and users into the platform with minimal setup. This functionality is particularly valuable when onboarding new clients, expanding your team, or standardizing processes across your firm.
You have two options when importing you can:
Refer to the video above to watch how to import your clients, or alternatively, you can click on this link to go to our article describing the process.
Refer to the video above to watch how to import your users, or alternatively, you can click on this link to go to our article describing the process.
Click on the link below to learn more about how to invite your clients to Capium 365:
Capium 365: Inviting your client to join