Cash Credit Importer.

Import a list of existing cash credits.

1. From anywhere in your dashboard select More.

2. Select Global Settings.

3. Select Client (in red).

4. Select Import and Copy User Settings (in green).

5. Select Import Credit (in blue).

6. Choose a .csv file.

7. Match the appropriate option to the correct field.

Note: This import is will only update clients already in your platform. This will not add clients to your database.

ID Field is the field that platform will use to recognize who this is form. Most likely an Email (in red).

8. Select if this is a Cash Credit (in blue).

9. Optionally select partial import (in green).

Partial imports will only import up to a certain "row".

10. The fields shown in yellow are the columns for your .csv file

The fields shown in purple are the fields you will be selecting them to be add to in your platform.

11. Select Submit in orange to update the client's credit information.