Can I import my existing clients into Valigara?

Modified on Fri, 11 Feb 2022 at 02:30 PM

Yes. Valigara allows importing all the existing clients into the built-in CRM.

  1. Go to Clients list
  2. Go to System Actions -> Clients Import / Update
  3. Import
    1. Allow adding new clients records to the system
    2. Allow editing existing clients records in the system
    3. Required fields - Client Name, Client Email
  4. Update
    1. Only for existing clients records in Valigara
    2. Required field - client's email
  5. in Client Import 
    1. Select the destination fields where the data from your feed will be imported
      1. If you plan to use the same import often, you can give the format a  name and "Save Format"
    2. Click "Import"

* There is no limitation on the amount of clients in Valigara

* Depending on the marketplace you synchronize with Valigara, you might be able to import your clients directly from the marketplace

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