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Download Import Client Details Spreadsheet
 

Download Import Client Details Spreadsheet
Always download and read the instructions before you populate your data into the spreadsheet.

 

Instruction for
Client Details Spreadsheet		 Client Details
Spreadsheet document

 
Once downloaded, you should enter your data into the Spreadsheet and save it in a CSV format.
Then select Upload Client Detail CSV File option from Import Client page to save the spreadsheet back to our server in a CSV format ready for Importing.