Planet Soho Knowledge Base/Contact Management/Clients


How do I import clients?

PlanetSoho Support Team
asked this on July 25, 2011 09:58

Follow these steps to import your Clients:

  1. Click on My Account in the top right.
  2. Select Settings.
  3. Under the Tools heading, choose Import Contacts.
  4. Click on the Gmail button.
  5. Click the blue Allow access button (you may need to log in to your Gmail account first).
  6. Ensure the boxes next to the contacts you wish to import are checked. You can click Mark all to select all your contacts, or None to deselect all your contacts.
  7. Select Clients from the drop down menu.
  8. Click the orange Import Contacts button.
Currently, you can only Import Contacts from Gmail, however we plan to add support for additional services in the future.
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