Some companies have a lot of their information in Excel. To get your information from Excel to CLIP follow these instructions:

Click on the Customers Tab, then click on Import Customer.

Download the format example by clicking "Download format example".

Open the downloaded excel spreadsheet and enter the customer details in it and save (or copy and paste from an existing excel spreadsheet with your customer data in it).

Click "Browse" and select the excel sheet you have saved.

After finding the excel sheet Click "Import".

All Imported records are displayed below.

If there are any errors in any of the records the error icon will display in the first column of the table. Hover over the Error Icon to see what the error is.

After that click "Upload data".

Now all of the customers in the excel sheet have been added to your customer list!

If you have any questions please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We are more than happy to answer any questions you may have!