Learn how you can import your clients and requesters into SuperOps.ai on your own.
Go to Modules > Clients.
Select the "CSV import" button on the top right of the screen, as shown below.
3. You can choose to import clients, requesters, or sites.
4. On the import page, you can either upload data from a file or manually enter data.
5. The import process consists of four steps:
Upload: Pretty straightforward. Upload a file containing information about your clients/requesters. These are the file formats we support: .csv, .tsv, .xls, .xlsx, and .xml.
Set Header: Columns from this file will be matched with corresponding columns in SuperOps.ai using this heading.
Match Columns: Match columns between the file you’ve uploaded and the corresponding columns in SuperOps so that the correct data falls under each field.
Match Values: Match values between the file you've uploaded and the corresponding values in SuperOps so that the correct data falls under each field.
Review: Check the data for any mismatched columns or discrepancies.
6. Click Finish once you’re done, and the data you imported will be created as new clients or requesters in SuperOps.ai.