Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently.
Click here to go to the Manage Imports page.
Below are the two ways you can import your clients:
Import of Clients
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.
Below are some articles that we recommend following next for a seamless set-up in Capium 365:
Capium 365: Manage Imports (Users)
Capium 365: Inviting your client to join