Navigate to Clients: From the main menu on the left-hand side, select "Clients."
Access the Import Function: On the Clients screen, click the "Import" button located in the top-right corner.
Can't see the Import button? The Import button is hidden when a CRM integration (such as XPM or Karbon) is connected. When you have a CRM connected you don't need to import a client list, as your client information syncs across from your CRM automatically as you create proposals. That is why the import option is hidden while a CRM integration is in place.
Download the Template: A pop-up will appear with two options. Select "Download the template" to get a pre-formatted file. This will download a spreadsheet with the correct column headings.
Fill in Client Information: Open the downloaded template and fill in the client details under the provided column headings. You can copy and paste this information from other systems or enter it manually.
Import Your File: Select the "Import your file" option and choose the file you just saved. Socket will process your data. All successfully processed client data will be automatically added to your Socket account.
