Start by going to ‘Settings’ in the top menu and choose Import/Export. Here, you can choose between importing a list of clients or a file with client journals To import a file, click on Import clients or Import journals (or drag and drop the file to the cloud). Then choose the file from your computer that you would like to import. In the next step, you will need to link the data on your CSV file to the correct attributes on the journal or client file. Simply click on the ‘Select’ bar to choose which CSV column in your file which best represents these attributes To finish the import, click on ‘Next’. It will take up to 30 minutes for the file to be imported into your system. All information about your imported clients/journals can then be found in the ‘Clients’ menu.