How to Import & Re-import Clients

Introduction

Here's how you can Import and Reimport clients in Sorted.

How to Import Clients

Step 1: Click on Clients > Manage Clients > Import Clients.

Step 2: Choose from four options to import jobs from Class, BGL 360, SuperMate, or manual upload.

Step 3: Enter your credentials and click Authorize.

Step 4: Select the Site and Year from the dropdown.

Step 5: Once done, click on Submit.

Step 6: Select the clients from the available list by clicking on the checkbox. Now click on Import Selected Clients.

Step 7: Click Manage Clients to redirect to the Manage Clients page. Once the import is successfully completed, the status will be displayed as Imported.

Step 8: Upon completion, the imported clients will be listed on the Manage Clients page.

How to Re-Import

Step 1: Click on Clients > Manage Clients. 

 Step 2: Now click on Re-Import Client.

Step 3: The Re-import process will get started and will be displayed on your screen.

Step 4: The re-import will be successful and you will receive a confirmation toast message on your screen.

Step 5: In some cases, you may need to reauthorize clients before re-importing if errors occur. You can click on Clients > Manage Clients > Re-Authorise to complete the authorisation process.

Note: The Re-Import Client option will only appear if there have been changes or errors in client details.

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