How do I bring in my clients from Salestrekker?

Your Salestrekker contacts come in from one file, and you check every name before any is added.

There's no direct connection to Salestrekker. A file does the job, and nothing is sent to your clients.

In Salestrekker, a Team Member can't download reports, so ask a Team Admin there for the Person report.

1. In Salestrekker, open Reports, then Contacts, then Person.
2. Select Export, top right. A notification says when it's ready.
3. Open the Export sidebar and download the file.
4. Open it in Excel and save it as an Excel Workbook (.xlsx).

1. On Clients, select Add from, then Import a file. Choose the file, a CSV or Excel .xlsx.
2. Under Columns, check which columns hold the name and the email. The name can be one column, or a first and a last.
3. Check the names under To add, then add them. Undo works until your next import.

Import your client list has the rest.

• Each client's name and email, and their ID if the file has one.
• A full date of birth, from a column headed Date of birth. A column headed Birthday comes in only if you choose it under Columns. A month and year stops only that row. To add the row anyway, set Date of birth to None under Columns, which leaves out every row's date.

Only the name, the email and the birth date come in. If you press Read, the rest of the file is sent to be read, as the page says before you press.

Export and import again. A client you already have is listed, not added or updated.