Client

The "Import Clients" feature allows users to bulk upload client data by either GSTIN or TIN. Users can simply drag and drop a CSV file or click to select one manually. A sample CSV file is also available to ensure the correct format is followed. This streamlines client onboarding and reduces manual data entry.

For valid Business Constitution values in GSTIN uploads, please refer to the documentation provided.

1

Select the Import

2

Choose GSTIN or TIN to upload clients