Overview

If you have existing client data you need to add into One Step. An easy way to get it into the system while avoiding data entry is to import it via a CSV or Comma Separated Value File. 

 

Watch the video here: 

How to Import Client Data 

 

How to Import Client Data

  • Click the Import button in the upper right corner of the Client Page

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  • Click into the center of the upload box
    • Only CSV files can be imported into One Step
  • Align the Data Points in One Step with the corresponding columns in the CSV and Click Verify

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  • Click the Import Button in the upper right corner

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If you have questions or would like to set up a training session, please reach out to us at customers@onestepsoftware.com or 912-455-3639