IMPORTANT NOTE :-
1. You can only upload CSV files with complete information. Partial client data not allowed.
2. Batch data upload is restricted to a maximum of 500 records per upload. But you may upload client in different batches, i.e., the first 100 in first batch, the next 100 in another batch and so on.

• Step 1. Download the spreadsheet template from our system.
• Step 2. Populate the data from your system into the spreadsheet.
• Step 3. Assign a file name to the spreadsheet and save it in a CSV format.
• Step 4. Sign in to our system again  and select Others & Import Data from top menu bar.
• Step 5. Click on the Browse button to find the CSV file that you just assigned a name to,
  and then upload that file.
• Step 6. Check your client details.