Import Clients
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- Import Clients
1
Upload2
Validate3
Import4
DoneHow to Import Clients
- Download the Excel template using the button above
- Open the template - it has 3 sheets:
- Client Import: Fill your client data here
- Instructions: Detailed guide in Bangla & English
- Reference: Valid values for dropdowns (Zone, Package, etc.)
- Fill client data in the Client Import sheet (delete sample rows)
- Required fields: Name and Mobile (11 digits)
- Upload the filled Excel file here (drag & drop or click browse)
- Review validation results and fix any errors
- Click Import to add clients to your system
Migration Tip: If you are migrating from another system, you can include:Client Code (your old code),Due Amount (previous debt),Advance Amount (prepaid credit)
Drag and drop your Excel file here, or
Supports .xlsx, .xls (Max 10MB)