How to Import Client List using Excel Template in OneOffice

This tutorial guides you through importing multiple client records into OneOffice using an Excel template, saving you from entering each client's information manually.

Go to oneoffice.quicklyservices.com

1. Login to OneOffice web portal

2. Click the CRM module

3. Click "Clients" from the CRM dropdown menu

4. Click "Import Client" to initiate the import process

5. Download the Excel template and fill in the required fields with your client information

6. Click "Click to Upload Files" to upload the completed Excel file

7. Click "Next" to proceed with the import and save the client information

You have successfully learned how to import a client list into OneOffice using an Excel template. This helps you add multiple client records efficiently without entering each record individually.