To import clients using an Excel sheet, we must access System → Tools → Import Customers.
Here we will see the options to import the Excel clients that must be in CSV to be able to import:
As we can verify, here we must select the fields that we want to process and we must indicate its position in the Excel file that we are going to import. If the surnames and the name are in the same field we must select the Remove surnames from the same field.
In case that the Group field to which the clients belong is not in the file, we must go to the drop-down that indicates Indicate group to assign the clients and indicate the group to which they belong:
We also have the option to indicate the sport:
To import the Excel file in CSV format we must select the file by pressing the icon .
Once the file is selected, you can press or . If we press , the clients file will be imported directly and if we click we can see how the customers will be imported and if all the fields are correctly, this gives us the option to modify some field that is incorrect before Import directly.