Support Center

Importing Organizations

Last Updated: Jan 15, 2014 01:14PM IST
You can import your existing organizations both from a CSV file or an Excel file into your ClinchPad account.

To import organizations, select the option Settings from the top menu.



Click on Import from the left menu and select the type of file you want to use for importing organizations. 




Click on Pick File to upload the file from any one of the options available. 



Select the columns you wish to import from the uploaded file. 



To select the columns to import, match the appropriate field name from the dropdown to the corresponding column. Skip the unrequired or incompatible columns.

Once all the columns are selected, click on Import and all your organizations will be imported into your account. A summary screen will show you the status of all the records that were present in the file.

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