Solutions

Staff and Client Import

Makarand Nikam Sep-18th, 2017 23:52 2 0

Staff agents can be imported from:


Settings >> Staff Section >> Staff >> Import


The sequence of fields for the CSV should be:

FIRST NAME
LAST NAME
USER NAME
EMAIL


Clients can be imported from:

Clients >> Import


The sequence of fields for the CSV should be:


FIRST NAME
LAST NAME
INITIALS
USER NAME
EMAIL
CONTACT NUMBER
TEMPORARY ADDRESS
PERMANENT ADDRESS
CITY
STATE
ZIP CODE
COUNTRY
WEBSITE
FAX
COMPANY NAME
COMPANY EMAIL
COMPANY ADDRESS
COMPANY FAX
COMPANY WEBSITE
JOB TITLE
DEPARTMENT
GENDER
NETMEETINGID
TWITTER ID
FACEBOOK ID
OTHERIM
IS SPAM
IS BANNED
IS APPROVED
OPTIONB DOMAIN ID
CREDIT
BALANCE
LANGUAGE
FORUM SIGNATURE CONTENT
FORUM EMAIL NOTIFICATION
IS MANAGER
HARVEST ID
REGISTRATION DATE
PARENT NAME
PARENT EMAIL
ORGANIZATION NAME
DOMAIN URL
DOMAIN NAME
OPTION DOMAIN NAME
CURRENCY

Vote

Was this article helpful?
2 out of 3 found this helpful