video1.0<iframe src="https://www.loom.com/embed/dd06d1b6620448f9aa9c14305c4fc85d" frameborder="0" width="1796" height="1347" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13471796Loomhttps://www.loom.com13471796https://cdn.loom.com/sessions/thumbnails/dd06d1b6620448f9aa9c14305c4fc85d-00001.gif58.76666666666665In this video, I will guide you through the process of adding custom fields to the CSV import template. We will discuss the default fields and then proceed to add the client ID, date of birth, and marketing source. I will show you how to export client data from your existing system and populate the information in the custom fields. Finally, I will explain how to import and match the data, giving you a visual representation of the final result.