Importing Existing Data

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SchemeServe allows you to import you own clients and agents into the system via a CSV file. There's now an Import Client window and Import Agents window in the Clients and Agents areas in SchemeServe.


To Import Clients

Download the Template file Media:Clients.xls and fill it in with your data.

Click on 'Clients' from the main menu and click the 'Import Clients' button.

Import Clients

Click 'Choose File' to browse your local computer for the CSV file you wish to upload.

Import Clients


Select it and then click on 'Import Clients'


To Import Agents

Download the Template file Media:Agents.xls and fill it in with your data.


Click on 'Agents' from the main menu and click the 'Import Agents' button.

Import Clients

Click 'Choose File' to browse your local computer for the CSV file you wish to upload.

Import Clients

Select it and then click on 'Import Agents'