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Importing clients

Importing clients & contacts
Click to download: Senta Import spreadsheet template  Senta Import spreadsheet (with example data) Find out how to move fields in Senta Imp...
Wed, 20 Oct, 2021 at 4:17 PM
Updating existing client records with an import
You can update existing client records with additional information by using the importer. This can be useful for importing things like VAT numbers or Tax in...
Mon, 13 May, 2019 at 11:09 AM
How is the CSV import file organised?
When importing clients into Senta, we provide template CSV files, to help you ensure you're importing the correct information to get your Senta workspac...
Thu, 12 Nov, 2020 at 2:53 PM