Importing Data From CSV Files

You can import customers, sites, equipment, products and contacts into Clik Service without having to manually type each entry. Here we show you how to import a CSV file, which you’ll probably know more commonly as an Excel spreadsheet.

Creating CSV Templates

First, you need to create the CSV. To do this go to Tools > CSV Import and select the CSV you wish to create.

Select ‘Create CSV Template’, name the file and save it to PC.

Now you need to open the CSV file, which will open in Excel. You will see a number of column fields, but you only need to fill in the ones you require.

Once completed, save and close it.

Importing Data

To import the CSV, re-open Clik Service, go to Tools > CSV Import and select the type of CSV you created.

Click on ‘Import’ or ’Step 1: Import from CSV File’, select your saved CSV file and click ‘Open’.

After importing, you can review the data and then click ‘Save’ or ‘Step 2: Save to Clik’.

And that’s it, you’ve imported your data into Clik Service.