Import Clients (Excel)

1. Open Clients Screen: To import clients, follow these steps to access the Clients screen:
   • Click on the Record Navigation Card featuring clients on your dashboard.
   • Alternatively, navigate through the drawer menu by selecting Communication and then Clients.
2. Click on Add Button:
   • In the Clients screen, click the Add button located at the bottom right corner.
   • You will see two options:
     • Click on the Add button again to add a client manually. Learn more about adding a client here.
     • Click on the Import button, which appears above the Add button, to import clients in bulk.
3. Import Clients Using Excel Sheet: This guide will help you import clients using an Excel sheet. You can also import clients by picking them from your contacts.

   • Download Sample Excel Sheet:
     Click on the download icon in the top right corner of the card labeled "Import Excel Sheet" to download a sample file.

   • Prepare the Excel File:
     In the downloaded file:

     • The first column should contain the Country Code.
     • The second column should contain the WhatsApp Number.
     • The third column should contain the Client Name.
     • The fourth column should list the Groups the client belongs to (you can assign multiple groups by separating them with commas).
     • The fifth column is the Name of the client.

     It's important to note that Country Code, WhatsApp Number, and Client Name are required fields.

4. Upload the Excel Sheet: After preparing the file, return to the WhatsDiscuss Import Clients screen.
   • Click on the card labeled "Import Excel Sheet" (instead of the download icon).
   • Choose the prepared xlsx file.
5. Choose WhatsApp Profile:
   • After uploading the file, select the WhatsApp Profile with which the clients should be linked for communication.
   • Click the check icon in the top right to begin the import process.

Once initiated, the client import process will start, and the clients will be added to your WhatsDiscuss system in bulk.