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Importing Clients' Information
Before importing your clients into Clear Biz, you must export your clients' information first
from one of the software packages listed on the left side of the menu.
Follow the instructions below on how to export your clients' information into a text/CSV file.
Exporting Clients From MS Outlook
STEP 1
Synchronize with Outlook Screenshot (Step 1)
From the main menu in Clear Biz, go to 'File' > Synchronize with MS Outlook.
STEP 2
Synchronize with Outlook Screenshot (Step 2)
Select Synchronize your Companies and Contacts and click Next..
STEP 3
Synchronize with Outlook Screenshot (Step 3)
1) Select Synchronize your information from Outlook to Clear Biz (2nd option).
2) Click Advanced Options.
STEP 4
Synchronize with Outlook Screenshot (Step 4)
Select the settings you want when importing contacts and click Back.
STEP 5
Synchronize with Outlook Screenshot (Step 5)
1) Check off the contacts you want to synchronize with and click Next.
2) After synchronization is complete, save the scheme (optional) and click Finish.
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