Articles on: Clients

Importing and Exporting Clients

Clients are the foundation of this system. You will need to add clients to the application before you can do things such as creating projects, tasks, invoices, etc. 

To prepare your .CSV or .XLSX for importing download this template.

To watch the video tutorial on importing and exporting. Click here.

To import your existing client list:

On the main navigation bar click on _Clients_ > _View Clients._

Click on the drop down arrow on the _Add Client_ button in the upper right corner.

Select the _Import from CSV_ option from the drop down.

From here you can import clients directly from an .xlsx or as a .CSV document from your computer. NOTE: Ensure that the excel or CSV file only contains one worksheet in the file.

Select the matching column heading with the drop down menu in SWELL with the matching column heading of your imported file. Then click _Save_. If you have a column that you do not want to include into SWELL, click _Skip_.

(Recommended) Always save a backup of your documents on your computer!

To Export documents from SWELL: 

To Export your client list to an Excel file or a CSV file, click on the green desired file path.

Updated on: 10/30/2019

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