Importing Clients from CSV

Celoxis provides you with the ability to import clients from CSV. If you have a Microsoft Excel file, then you can export it in CSV (comma separated values) format and then import it in Celoxis.

To import clients, go to the clients page – ▸ ▸ and then click on the Import button.

Fields supported:

  • Name - mandatory
  • - the login name
  • - the plain text password
  • - false or true to indicate whether the client can login or not respectively. If you specify false or blank, then you must provide a username and password
  • Custom Fields - you will have to create the fields in Celoxis first
  • - mandatory, only when you are updating using a CSV file

Updating

Celoxis also provides the ability to update the existing by importing a CSV file. To update, you must include the of the in the CSV file.
To find the of the , add column in the report( ▸ ▸ ).

For security reasons, no emails are sent to clients. It is up to you to notify them of their login information.