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Import Trade Data
Import Client Data
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Import Client Data
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Select Client Data Excel File (.xlsx)
Ensure the file features these exact columns ( any other extra colums will be ignored):
client name
,
ID number
,
RSA Tax Number
,
street
,
city
,
Suburb/Complex
,
Area code
,
Province/State
,
Country
.
Upload and Import
Import Requirements
File must be .xlsx format
First row must be headers specifically conforming to the client mapping format
Existing client `ID number` entries will be automatically updated
New entries will be seamlessly inserted