Adding Groups of Clients

1. On the Client tab, Click “Import Clients” button
2. Clients can be uploaded in batches using Excel or CSV spreadsheets – If you already are using the proper template, click Next.  If you are not using the proper template, please refer to the “CSV” or “Excel Template” which can be downloaded and either mimicked or used to input your client information
   1. To prevent errors please review your file PRIOR TO UPLOAD for:
3. First and last name must be in different columns
4. Make sure the column names are accurate (match the Excel Template headers, DO NOT CHANGE THE HEADERS)
5. Check that the order of the columns matches the Excel Template
6. Every client must have at least one way to contact them (cell or email)
7. Enter client names and contact information onto the CareerHub Excel Template and save to your desktop. Click Next.
8. You may import your file to a current group by clicking “select group”. You can upload clients to multiple groups.  OR, you can choose to create a new group to upload clients to.  Click next. 
9. Click “Choose File” and select the Excel or CSV file to be uploaded from your hard drive. Click “Import clients”
10. Give the group a name if you want
11. Click “Import”
12. It can take a few minutes to import your list. Refresh your page to check on the import.

If you encounter problems, you can click the “Undo Last Upload” button and start over