Using your mobile, it’s easy to import your clients from a CSV or Excel file directly into Fiskl.
- Simply tap on the import icon at the top right.
- Choose your file from the location options for example Dropbox.
- Once you’ve selected your file, you can assign the column titles in your CSV/Spreadsheet to the relevant field and select add at the top right hand corner.
- If you would like to combine more than one column into the selected field, then simply switch the multiple selection toggle on at the bottom of the screen and then tap on the required column names.
- You’ll receive a notification that your items have been added. You can then review your imported clients in your client list.
If you have a special time rate for your customers, simply add the client default rate to their profile.