Importing Clients

Name: Importing Clients
Description: How to connect your practice management platform or upload a CSV in settings to import clients, set assignments and access, and enable auto-sync so client intelligence stays current.

Importing clients to build client intelligence

Clients 0:41

How to connect your practice management platform or upload a CSV in settings to import clients, set assignments and access, and enable auto-sync so client intelligence stays current.

Watch next

All videos ›

3:32 Clients Clients 101 Course

0:47 Clients How Client Intelligence is created - email connection

0:55 Clients Ask Ping - Clients