Adding clients


You're able to add clients to your list with the use of different more or less complicated methods. The best way to start collecting information is to add records manually. 

You can add clients manually by clicking this button at the top right corner of your list:

You can also enter the client name on the bottom of the page and click add:

You can also import clients from your CSV/XSL file by clicking here:

You can also use our API to import clients from your own IT system

When you add clients to your list they will appear on a list as simple records:

You can collect just simple names, but also you can add to clients a data you need and require for your business to operate