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People who have access to edit client information can also import clients from Excel & CSV files. This can be done by clicking 'Add Client' from the bottom of the client list, and then clicking 'Import from file' at the top right of the screen.

The first row in the file should contain the column names, as detailed below.

Following this should be a list of people to be imported, with one line per person.

 

The following fields are imported into the system;

  • ID (this referrs to the internal ID number within the VTEvents system)
  • Client
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