{"id":2027,"date":"2024-03-24T23:03:34","date_gmt":"2024-03-24T23:03:34","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/importing-clients\/"},"modified":"2025-01-09T06:37:31","modified_gmt":"2025-01-09T06:37:31","slug":"importing-clients","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/importing-clients\/","title":{"rendered":"Importing clients"},"content":{"rendered":"\n<p>Bulk importing lets you add multiple clients to your Content Snare account in one take. Go to the <strong>Clients<\/strong> tab and click <strong>Import<\/strong> in the upper-right part of the dashboard to access this page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_uKFStv39jF.png\" alt=\"\" class=\"wp-image-1876\"\/><\/figure>\n\n\n\n<p>Once there, import a list of clients in a CSV document. You can drag and drop a document or click to choose and upload your file.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>Note<\/strong>: It\u2019s possible to import a maximum of 1,000 clients at a time, or up to 500 if you&#8217;re on a trial.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Bear in mind that it\u2019s mandatory to provide a name and email for each client. In case you don\u2019t have a CSV file prepared, there\u2019s a link to download a CSV template to get you started.<\/p>\n\n\n\n<p>When you upload the file, a new page will appear inviting you to calibrate the settings:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2024\/03\/chrome_Z4tubYsFMS-1024x586.png\" alt=\"\" class=\"wp-image-1877\"\/><\/figure>\n\n\n\n<p>You can also see a preview of all uploaded clients, so you can check each one. If everything looks good, click <strong>Import clients<\/strong> in the bottom-left corner of the page.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Clients from integrations<\/h2>\n\n\n\n<p>If you have set up integrations that import clients, you will be able to see all of those clients on the Clients page. It means they are also visible to the API when listing clients.&nbsp;<\/p>\n\n\n\n<p>The system will also attempt to auto-link any clients you have created in Content Snare with clients from integrations, provided that the name, email, and company is an exact match.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Next steps:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/team-permissions\/\" data-type=\"ht_kb\" data-id=\"1870\">Team &amp; Permissions<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Bulk importing lets you add multiple clients to your Content Snare account in one take. Go to the Clients tab and click Import in the upper-right part of the dashboard to access this page: Once there, import a list of clients in a CSV document. You can drag and drop&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1046],"ht-kb-tag":[],"class_list":["post-2027","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-team"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2027","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2027"}],"version-history":[{"count":3,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2027\/revisions"}],"predecessor-version":[{"id":2765,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2027\/revisions\/2765"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2027"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2027"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2027"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}