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Clients & Contacts

Create, edit, archive, import, link contacts, custom fields, and multi-client contacts.

Client Assignments How to Create a New Client in Ping How to Import Clients Using a CSV or Excel File How to Save and Reuse Client Views Importing and Syncing Clients From Double to Ping Optimizing Client Data Capture Org Units Setting up Clients Understanding the Ping Homepage Client Assignments and Org Units Managing Clients