To quickly setup your existing Clients and Employees on the system, Brevity has an import function tab. This allows you to easily upload records for clients and employees. With just a couple of minutes, all records would then be found under the Clients/Employees tab. This allows us to save time and allows us to start right away. This guide explains how to import files thru the system.
This can be used for both clients and employees bulk upload. From the clients tab we would click the Import button on the toolbar to show the Import data section. We can then upload the Excel file and make sure that the required fields are mapped. You can also click on the Download template file to use as a guide on which information are needed on the system.
It will give us an option to preview that data that we are going to upload. Once done, we click on Import data and it would inform you that data has been uploaded successfully.