If you're coming from another system or have your clients in a spreadsheet, you can upload them all at once.

  1. Go to Settings › Client import.
  2. Download the XLSX template from the link and fill it in: one client per row.
  3. Upload the file under Upload XLSX file and click Next.
  4. Under Map columns, match each column in your file to a Momento field.
  5. Click Import.

Two options help you:

  • Include headers in the import: tick it only if the first row holds a client's data, not the column names.
  • Don't update first and last name of existing clients: protects the names already in the panel if a client appears twice in the file.

Tip: test first with a file of two or three clients. If it all works, import the full list.