Within the Capium 365 Manage Imports section, the import of clients, users, and templates helps you bring in the data efficiently.
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.
Click on the link below to learn more about how to import Users into Capium 365:
https://capium.freshdesk.com/support/solutions/articles/9000269415-capium-365-manage-imports-users-