Bulk Client Import
Jeyla Studio has an import feature that allows you to create client profiles from an imported CSV file. This feature is a great way to transfer clients from an existing application. You can find it in the System Settings & Utilities screen, under menu items Screen Settings -> Client Profiles Screen.
The import process goes like this -
Step 1. Export your clients from your current system, into a CSV formatted file. Step 2. Format the client records in the CSV file so that they conform to the fields that Jeyla Studio requires. This might require moving, deleting or adding columns. Step 3. Import the CSV file into Jeyla Studio.
Not sure what a CSV file is? Read more about them here. Please note, CSV files are not MS Excel spreadsheet files. You can however, export an Excel spreadsheet file to a CSV file. Your favorite spreadsheet application is a great way to edit and manipulate CSV files. You can edit and format columns easily. Just make sure you save the file as a CSV file.
For step 2, Jeyla Studio requires the following field format:
Title,First-Name,Last-Name,Street-Address,City,State,Zip-Code,Date-Of-Birth,Gender,Cell-Phone,Other-Phone,Email,Occupation
Of these, only the first name and last name fields are mandatory. All other fields can remain blank.
Please read the context-sensitive help available from within the import screen for more information.