How do I import my Clients?

Freightalia allows you to import your list of Clients, so you can save time by not having to add them manually one by one. Just follow these steps:

1. 1. Go to Clients
   2. Click on the Upload CSV sub-tab

1. You’ll then need to reformat your CSV or XLS  file so your Client information correctly matches the relevant fields within Freightalia. The best way to do this would be to click the Download sample link to see a sample file
2. When your file is formatted and ready, click Choose file and locate your CSV/XLS file
3. Click NEXT
   
4. Your Clients are now imported!

If you run into any issues, check that there is data in all  mandatory fields. For example, if your Clients do not have an email, just add in a placeholder such as “no@email.com” to allow the Client profile to be saved.