video1.0<iframe src="https://www.loom.com/embed/3d64a471bfc54647bfe5b6ef5525d159" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/3d64a471bfc54647bfe5b6ef5525d159-51ef5d0382de06fd.gif144.633In this video, I walk you through the process of importing clients into the system, which can save you a lot of time compared to adding them one by one. I demonstrate how to use a pre-filled template to upload client details like PA numbers and addresses. After importing, you can choose to update existing client information if needed. I also highlight how to check for errors after the import process. Please make sure to refresh your webpage afterward to see the newly imported client accounts.