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Import clients using our flexi import
Import clients using our flexi import

Import your clients by mapping fields from a spreadsheet which is not our template layout

Updated over 9 months ago

Note:

When using flexi import to import your customers you need to ensure that your file meets the following criteria:

  • One row per client

  • No merged cells

1. Click on the cog icon

2. Click "Import Center"

3. Click "Flexi"

4. Click "Clients"

5. Click here or drag & drop your file

6. Choose the column heading from your spreadsheet which contains the Client Name

7. In the lower panel, the left hand column contains the headings from the columns in your file.

Using the dropdowns on the right, choose the fields in Zigaflow to map your data to

8. Click "Next"

9. OPTIONAL:

If you want to import more data in the same format enter a name for this mapping to save it for future use

10. Click "Save Mapping"

11. Click "Close"

12. If you saved your mapping, next time "click here"

13. Choose your saved mapping

14. This will then remap your next file for you

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