> ## Documentation Index
> Fetch the complete documentation index at: https://guides.heyallset.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Clients

> Learn how to import client data in bulk by uploading a file. Streamline customer management and ensure all client records are stored efficiently.

## Introduction

Importing clients allows you to quickly add multiple client records to your system at once. This is useful when migrating data from another platform or managing a large client database. Follow these steps to efficiently import client information.

<Steps>
  <Step title="Step 1">
    ##  Navigate to the Clients Section

    Click “Clients” in the side menu to access the client management dashboard. This section contains all registered customers and tools for managing client data.

    <img src="https://mintcdn.com/allset-4aec8bc0/0jKEgzGspG6HGCv3/images/adding-new-clients.png?fit=max&auto=format&n=0jKEgzGspG6HGCv3&q=85&s=6f2093afd1ba0c1f62968d7ff9afbabb" alt="images/adding-new-clients.png" width="2576" height="1440" data-path="images/adding-new-clients.png" />
  </Step>

  <Step title="Step 2">
    ## Click "Import Clients"

    At the top of the Clients section, click the “Import Clients” button to begin the upload process.

    <img src="https://mintcdn.com/allset-4aec8bc0/0jKEgzGspG6HGCv3/images/click-import-clients.png?fit=max&auto=format&n=0jKEgzGspG6HGCv3&q=85&s=097c6ece86c0fb14922f7d5727020647" alt="images/click-import-clients.png" width="2576" height="1440" data-path="images/click-import-clients.png" />
  </Step>

  <Step title="Step 3">
    ## Upload Client File

    Click the upload area or drag and drop your client file into the designated section. The system supports common file formats such as CSV for easy data import.

    <img src="https://mintcdn.com/allset-4aec8bc0/fT23JsCqtNJF17Wp/images/upload-client-data.png?fit=max&auto=format&n=fT23JsCqtNJF17Wp&q=85&s=04d1d052b8b20c95d10714d56ec95b1e" alt="images/upload-client-data.png" width="2576" height="1440" data-path="images/upload-client-data.png" />
  </Step>

  <Step title="Step 4">
    ## Map Fields 

    After uploading the file, map the imported fields to match the system’s required fields (e.g., First Name, Last Name, Phone). Ensuring that all fields are correctly aligned helps prevent data mismatches.

    <img src="https://mintcdn.com/allset-4aec8bc0/0jKEgzGspG6HGCv3/images/map-fields.png?fit=max&auto=format&n=0jKEgzGspG6HGCv3&q=85&s=0b03b3fe1585391fa08197d1a8923b8b" alt="images/map-fields.png" width="2576" height="1440" data-path="images/map-fields.png" />
  </Step>

  <Step title="Step 5">
    ## Confirm Import

    Once all fields are correctly mapped, click "Import Data" to finalize the process. The system will then import the client records, making them available in your client database.

    <img src="https://mintcdn.com/allset-4aec8bc0/0jKEgzGspG6HGCv3/images/import-client-data.png?fit=max&auto=format&n=0jKEgzGspG6HGCv3&q=85&s=6707f8048678770ae381220a8368f469" alt="images/import-client-data.png" width="2576" height="1440" data-path="images/import-client-data.png" />
  </Step>
</Steps>

## Next Steps

Now that you've imported your client data, the next step is configuring business policies to define guidelines for client bookings, payments, and service terms. You can set up review links, consent forms, waivers, booking requirements, and dual pricing to ensure smooth business operations and compliance with your policies.