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Setup

Import clients

You can import new clients from an Excel spreadsheet and they’ll be added to your list of clients.

Before you start

  • Make sure you're assigned to a permission group that has
    Import Clients
     enabled. If not enabled, the
    Import
     option in the
    Clients
     menu and the
    Import Progress
     option under
    Setup
     are hidden.
  • The client import is limited to a maximum of 1,000 rows per sheet. Each sheet on a spreadsheet needs to be imported separately.

Import clients from a spreadsheet

  1. In Onvio Center, select
    Clients
    .
  2. Select
    Import
    .
  3. Find to the spreadsheet to import.
  4. Select
    Next
    .
  5. Select the sheet to import.
  6. Column headers will automap if they match the fields in Onvio. Mark
    Skip first row
     if the first row of your spreadsheet contains headers. If your spreadsheet doesn’t have headers, select the column and select the column Type, then select
    Save
    .
    note
    Only the first 10 rows are displayed while you map the headers.
  7. Select
    Next
    .
  8. If no errors exist, continue to the next step. If errors are present, they are highlighted in red and will be the top 10 rows displayed followed by rows without errors. Select
    ERROR REPORT
     to view all the errors in the spreadsheet. A
    CSV
     file will download. Open the report to see the
    Issues
     column and
    How to fix the errors
     column. Fix the errors in the spreadsheet, save as a
    .xls
     file and reimport.
  9. You will see a breakdown of new clients successfully imported by entity type. Select
    Finish Import
    .
  10. The
    Import Progress
     screen will show the status of the client import. Once it is complete, you can see the number of clients successfully imported and the number of errors. Select the number of errors to open the spreadsheet. Fix the spreadsheet and reimport.
    note
    To return to the
    Import Progress
     screen at any time, select
    Setup
    , then select
    Utilities
    , then
    Import Progress
    .

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff