1. From the home screen in Cerely, click on the Client tab from the Cerely top main menu
2. Click on the Import Clients button in the right hand side menu
3. Click on the Download Sample File to access the import file template for completion
4. Input your client data into the downloaded template file
Important:
The following fields are mandatory for a successful import:
These mandatory fields are essential, as they are used as filters throughout the system
- Trading Name
- Status
- Company Name
- State
- Division
5. Save your completed template file once completed and upload it by clicking on Next
6. Once you have uploaded the file, choose how you want to import the records:
- Add as a New Client - Use this option if the client does not already exist in the system.
- Update Existing Client Only - Use this option if the client already exists in the system and you want to update their details.
- Both - Use this option if your import file contains a mix of new and existing clients
Cerely Will:
- Create new client records where no matching client exists, and
- Update existing client records where a match is found
7. Review and configure the mapped records to ensure all fields are correctly matched and pulling through as expected
8. Click on Next The system will then display a preview of all the successfully matched data
9. If any records have failed, click on the Failed tab to view and update any incorrect or missing fields
10. Once all the data is correct, click on the Submit button
Your client records will now be imported or updated and appear in the client list in Cerely.