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How to import a customer list

Here is the procedure to import a list of clients into Hexfit

Written by Mathieu Gagné

💡 To help you, we suggest downloading this file, creating a copy, and filling it out.

You can then save it in CSV format to import it into Hexfit.

  1. Click on the “Contact” tab.

  2. Click on the “Actions” button at the top right of the screen.

  3. Choose “Import clients”.

  4. Select the file from your computer and select the separation according to the type of file you have ( , or ; ).

  5. Put the items to import in the order of your file.

⚠️ N.B.: Your import file must be in “.CSV” format.

💡 Please note

When importing your file, if an email address is free, it will be linked to the account. The customer will need to use it to log in.

If the email address is already associated with a Hexfit account, the customer account will still be created, but it will be linked to a username.

Here is an example:

This will be specified in the invitation email your client will receive.


CSV file

Here are the columns that must be included in your CSV file for import.

Last name

First name

Email

Gender (m or f)*

⚠️ The letter corresponding to the gender must be lowercase.

*Gender is mandatory data in Hexfit since many calculations and standards are specific for men or women.


Sample Client Import .CSV File

You can use this template to download and complete it.


Add clients to a group during import

When you import your customers, you can choose to add the customers on the list to a group at the same time.


Further information

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