Importing Lead

To import data, follow these steps:

1. Go to Settings > Import.

2. Download the import template.

3. Enter your data into the Excel file, either manually or by copying and pasting. Please follow these guidelines:

   • The file must be in .xlsx format.

   • All cells should be formatted as text (avoid date, boolean, or other formats).

   • The headers must match exactly with those in the provided template.

4. Upload the completed template to proceed with the import.

Please Note the Following About Student Data:

Field	Note	Format
***Display Name (Required)	Display name is shown in the timetable and receipt.	TEXT
Gender		M or F
Date of birth		YYYY-MM-DD (TEXT)
Email	Major communication email	[e-mail]
Contact 1 Email		[e-mail]
Contact 2 Email		[e-mail]