Audience: Builder/ Supplier/ User
Read time: 2 mins
Article contents: FAQ/ How To/ Template
Loading clients from Excel is a great way to grab contacts from your accounting system or email for example and load them into Buildxact
Please use the below link to access our template for loading clients, this will show you the right setup for your Excel sheet before loading it in.
Tips for contact lists:
Use an Excel workbook (.xlsx) file
Close the file before loading it in
Make sure row 1 is headings (see the attached template)
Avoid formulas
Avoid photos