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Importing text/CSV File
After you have finished exporting your clients' information and setting up Clear Biz on your
computer, follow the instructions below to import your text/CSV file into Clear Biz.
How to Import Your Clients Into Clear Biz
STEP 1
Importing text/CSV File Link Screenshot
1) Open up Clear Biz
2) From menu, go to 'File' > Import Data > Import... > Import from TXT or CSV files
STEP 2
Select text/CSV file Screenshot
Click Browse and locate the export file (.txt/csv) and then click Ok.
STEP 3
Select Columns Screenshot
1) Select Comma as type of delimiter
2) Select title for each column field from drop-down list and then click Next.
Note: If 'Yes, export field names' was checked off in Act! Export Wizard, then check off First Row
Contains Field Names in Import CSV Wizard.
STEP 4
Check for Duplicates Screenshot
1) Check off Check for duplicate Company Name Entries.
2) Select Match by Business Number and which option to check for existing duplicates.
3) Click Finish to complete importing text/CSV file.
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