SelBuk allows you to upload your clients file from a CSV format file (comma delimited) You can do it in the web version at Files> CSV and Images> Data> Clients (customer)> Sample file.

Files > CSV & Images

Data

Client (customers) > Sample File - The file will be saved in the downloads folder in your computer as Customers.csv

Once you update the file with the company data go back to the same window on web and in Clients (customers) > Select, search the updated file and upload it.

When the process is finished, click Clients contacts> Sample file. The file will be saved in the download folder of your computer as Clients_Contacts.csv. Edit the file with the data required for the contacts. The Customer_ID column is related to the ID column number in Customers.csv

Once the Clients_Contacts.csv file has been edited, return to the same window Clients Contacts >  Select, search for the file, import and upload it

Remark: Once the initial client database has been created, it is recommended to use the Sample File to upload new clients. Therefore, SelBuk will be able to assign the Ids in a better way. As well, you need to do the same with the clients_contacs.csv file.