New customers to coreplus can take up our offer of a once off, free data import of clients, referrers and service type details.
What you need to do
Contact email@example.com to request the Client, Referrer and Service Type import templates.
Download and populate the templates. The columns are the fields that we can import. It is vital that no extra columns are added and the order of the columns are not changed. Follow the format of the examples in the first rows as a guideline for entering your data.
Upload your complete templates into your coreplus. From the Dashboard, click on Files and Personal Files. Let firstname.lastname@example.org know once you have done this.
We will let you know via email once we have imported your data. Please allow 10 business days for the data import.
📝 Now that you've imported your data, see what else you can do with Setting up your coreplus account
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!