Step 1- Go to Clients list, then click on the import button at the right corner of the page.



Step 2- This will open a pop-up to upload client data. Here, you can see a download template button. Click on it and the template will be downloaded in your computer.



Step 3- Open the downloaded excel template and fill in the information.
here, First Name, Last name, Email Id and Application are Mandatory fields.



Step 4- Go back to Agentcis, then upload your excel file in the pop-up import window. 



Step 5-Click on the Import button. 

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