{"id":1410,"date":"2024-11-23T04:58:26","date_gmt":"2024-11-23T04:58:26","guid":{"rendered":"https:\/\/support-landing.altegio.cloud\/support\/4861250296989-uploading-a-list-of-clients-from-excel\/"},"modified":"2026-05-28T14:27:36","modified_gmt":"2026-05-28T14:27:36","password":"","slug":"4861250296989","status":"publish","type":"docs","link":"https:\/\/alteg.io\/en\/support\/knowledge-base\/4861250296989\/","title":{"rendered":"Importing clients from Excel"},"content":{"rendered":"\n
    \n
  1. To upload a list of clients from Excel<\/strong> go to the Clients<\/strong><\/span> > <\/strong>Client Database<\/strong><\/span> section, click the Excel<\/strong> button and select Import <\/strong><\/span>from Excel.<\/strong><\/span><\/li>\n<\/ol>\n\n\n\n
    \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
      \n
    1. Upload data. You can do this in two ways: copy and paste <\/strong>the data from an Excel spreadsheet it into the Altegio upload window, or simply drag and drop<\/strong> the file from a folder.<\/li>\n<\/ol>\n\n\n\n

      Copy and paste<\/strong><\/h2>\n\n\n\n

      Paste data you copied from the spreadsheet and click Upload<\/strong>.<\/span><\/p>\n\n\n\n

      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n

      Upload file<\/strong><\/h2>\n\n\n\n

      Select the Upload a file<\/strong> option in the upper left corner. Drag the file into the window or upload it from your computer. You can upload files with the .csv, .xls, or .xlsx extensions and no larger than 12 MB.<\/p>\n\n\n\n

      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
      \n

      Note<\/strong>

      You can only upload 1 file<\/strong> at a time.<\/p>\n<\/blockquote>\n\n\n\n

      \"\"\n\t\t\t\n\t\t\t\t\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n
        \n
      1. In the window that opens match data with the column headers: <\/span><\/li>\n<\/ol>\n\n\n\n