Moving your client base from an old management tool to Financial Cents is super simple. Here are the steps:
1) Export your client list from the other platform into a CSV file. This should only take a few seconds as all software platforms have this option.
2) Once you have your client list via CSV file, you will need to import this into Financial Cents. You do this by selecting "+ Create" and then "Clients" as shown below.
3) You will then have the option to upload the client list CSV file to easily import all your clients and their information!