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Client Import

Client Import
1. From the header select the  icon.
2. Select the Import CSV icon.


3. Select the Client CSV Import drop down.

4. Download EMAC’s Client import template file

This Comma Separated Values (CSV) file perfectly matches column headings of the software. Do not change these headings.

5. Copy your Client Details into the EMAC CSV template

  • When exporting data from a different system, do it as a comma separated list 
  • Adjust columns to match EMAC template using Excel or another spreadsheet editor
  • Copy and paste your data into the EMAC template.
  • (*) = required field.

6. Import the updated Client template file

  • The file you import must be a CSV file and have the .csv extension.


7. Click the Import Client button.

 

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