Importing and Exporting Clients

At Clientary, we understand the importance of seamless data integration, which is why we've developed robust importing and exporting features for client data. This guide will walk you through the process of importing and exporting clients using Clientary, ensuring that your data is accurately mapped and easily accessible.

Importing Clients into Clientary

Importing client data from external platforms into Clientary is a straightforward process, primarily facilitated through CSV files. Here's how you can efficiently import your client data:

Step-by-Step Import Process

1. Prepare Your CSV File: Ensure your CSV file is formatted correctly. Each row should represent a single contact, even if there is only one contact per client. It's crucial that each contact has a unique identifier, such as an email address.
2. Initiate the Import Flow: Access the import feature within Clientary. This will guide you through the process of mapping your CSV fields to the corresponding attributes in Clientary.
3. Map CSV Fields: During the import process, Clientary will assist you in mapping the columns from your CSV file to the appropriate fields within the platform. This step ensures that your data is aligned correctly, maintaining the integrity and usability of your client information.
4. Verify and Complete: Once the mapping is complete, review the data for accuracy. After verification, complete the import process to have your client data integrated into Clientary.

Key Considerations

• Unique Identifiers: Each contact must have a unique identifier to prevent data duplication and ensure seamless integration.
• Client vs. Contact: In Clientary, a "Client" is a collection of contacts, whereas a "Client Contact" refers to an individual. This distinction is vital for accurate data mapping and organization.

Exporting Clients from Clientary

Exporting client data from Clientary allows you to maintain flexibility and continuity across different platforms. The export process is designed to be as intuitive and efficient as the import process.

Step-by-Step Export Process

1. Access Export Feature: Navigate to the Clients screen within Clientary. From here, you will find a link to export Clients (and contacts) via CSV.
2. Export and Save: Once you've initiated the export there may be a delay as the CSV is formatted. Save the CSV file to your desired location for further use or integration with other platforms.

Key Considerations

• Multiple Contacts per Client: Remember that if a client has multiple contacts, they will be represented by multiple rows in the CSV. This is important for data analysis and comparison with external systems.