Importation

Importation

The purpose of this feature is to import information related to your clients directly into the Follosoft platform.

First, you need to obtain the file template that will contain client information and their contracts.To do this, simply click on the "Download Template" button located at the top right of the window.


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The template file is specific to the season. If you want to import clients for the winter season, you must first select "Snow" from the list at the top of the menu. You will then have access to the winter version of the import template file via the "Download Template" button. To obtain the summer version, you must first switch the platform to "Lawn" mode before clicking the button.

In the Excel sheet titled "Instructions", you will find a detailed description of each piece of information that can be provided for the clients to be imported.
The sheet titled "Data" must contain the information to be imported. Information about a client should be gathered on a single line, and each piece of information is contained in a separate column.



Once the file is complete and saved :
  1. Upload it to our server by clicking the "Browse" button.
  2. Select your import file and click "Open."
  3. Click the "Validate" button to ensure that the content and format of your file meet the requirements. 
 If any modifications are required, a description of the corrections will be provided. You will then need to proceed with the uploads before reattempting validation.
  1. To proceed with the actual import of client data, click the "Import" button.
Depending on the file size and the server load, this task may take several minutes to be fully completed.