AgencyHandy – Import Clients Feature FAQs
1. What is the purpose of the Import Clients feature in AgencyHandy?
The Import Clients feature allows users to seamlessly transfer client information from external sources into AgencyHandy, saving time and reducing manual data entry.
2. Who can use the Import Clients feature?
Only users with an active AgencyHandy account and appropriate permissions can access and use the Import Clients feature.
3. What file formats are supported for importing clients?
AgencyHandy supports importing client data using CSV (Comma-Separated Values) files.
4. How do I access the Import Clients feature?
Log in to your AgencyHandy account, navigate to the "Clients" section, and click on the "Import" option located at the top right corner.
5. What information should be included in the CSV file?
The CSV file should contain client details such as client name, company name, email, country, state, city, and zip code.
6. Is it necessary to include column headers in the CSV file?
No, there is no need to provide column names at the top. AgencyHandy automatically matches your data columns with its system fields.
7. Can I manually map fields during the import process?
Yes, if prompted, you can manually map the fields in your CSV file to the corresponding fields in AgencyHandy.
8. What happens after I upload the CSV file?
9. How do I finalize the import process?
10. Will I receive a confirmation after importing clients?
11. Can I import clients without an email address?
No, an email address is required for each client to ensure proper communication and account setup.
12. What should I do if the system doesn't recognize a column in my CSV file?
13. Is there a limit to the number of clients I can import at once?
There is no specified limit; however, it's advisable to ensure your CSV file is well-structured and free of errors for a smooth import process.
14. Can I import additional client details beyond the basic fields?
15. What happens if there are duplicate entries in my CSV file?
AgencyHandy will handle duplicates based on the email address. It's recommended to ensure each client has a unique email to prevent duplication.
16. Can I undo an import if I realize there was an error?
Currently, there's no direct undo feature. You would need to manually delete the imported clients or correct the data as necessary.
17. Will imported clients receive any notification?
Yes, clients will receive an email containing a secure login URL, allowing them to access their profile on AgencyHandy.
18. Can I import clients into specific categories or groups?
While the import process focuses on client details, you can later categorize or group clients within AgencyHandy as needed.
19. Is it possible to schedule regular imports?
AgencyHandy currently supports manual imports. For automated or scheduled imports, consider integrating with other tools or using APIs if available.
20. What should I do if I encounter errors during the import?
Review the error messages provided, ensure your CSV file is correctly formatted, and that all required fields are filled. If issues persist, contact AgencyHandy support.
21. Can I import clients from other CRM platforms?
Yes, as long as you can export your client data into a CSV format, you can import it into AgencyHandy.
22. Does AgencyHandy provide a sample CSV template for imports?
23. Are there any data validation checks during import?
Yes, during the preview step, you can verify the accuracy and completeness of the data before finalizing the import.
24. Can I import clients with international addresses?
Yes, ensure that the country, state, city, and zip code fields are correctly filled to accommodate international addresses.
25. Where can I find more detailed guidance on importing clients?
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