Let's get your client and vendor information into your Ivy account! Follow these easy steps to get started:
How do I import my list of clients?
- Download the excel file available to you directly in the Clients page (available in the dropdown in the top right hand corner - next to the "Add Client" button)
- Input your client data into the Ivy template (do no tamper with the template)
- Use the import action directly in the Clients page
- If there are any issues in the import process, you will be notified directly in Ivy with any errors.
How do I import my list of Vendors?
- Download the excel file available to you directly in the Vendors page (available in the dropdown in the top right hand corner - next to the "Add Vendor" button)
- Input your vendor data into the Ivy template (do no tamper with the template)
- Use the import action directly in the Vendor page
- If there are any issues in the import process, you will be notified directly in Ivy with any errors.
*Important to note that you need to be sure to complete name, phone number, and email fields for your document to properly upload*