Importing data into CreativePro Office

Is it possible to import client data into CreativePro Office?  You bet! Here's how you do it...

1. Click Settings, then click the Data tab.

Click the panel labled Import data from other software. Then click the Begin importing data button.

2. Select a CSV file with your data to import.

The data you wish to import must be in a CSV formatted file with or without column headers.  Using clear column headers will help a lot in step 3 when we map our columns.

3. Map the columns from the CSV file to the client or contact fields.

If your CSV file imports correctly, you will then map the columns in your CSV file to the Client or Contact fields for CreativePro Office.  The select menu next to each field should contain a list of available columns in your CSV file.  Select a corresponding column for each field and click the Import Data button.  NOTE: Don't forget the check the box labeled First row of data is column headers if this is indeed true.  Otherwise, your column headers will be imported as a client or contact.

4. Preview your imported data.

Next, you will have a chance to preview your data before it gets imported.  Make sure that all of the columns are matched with the appropriate field names and click Accept Import if everything looks ok.

5. Confirm your import. 

If everything went well, you should get a confirmation message like the one below.  That's it!