Import & Export

In each of the Client list tabs, you have the capability to export the clients list as an Excel file.

To initiate the export of a client category, click on the Export button, as indicated by the arrow below.

on the Clients list tab, the Export button is marked with an arrow

Indicated by the arrow below is the Export button on the Corporate Clients list page.

on the Corporate Clients list tab, the Export button is marked with an arrow

Now, choose the fields you want to include in the Excel file, and subsequently, click on 'Export,' as marked by the arrow below.

on the Export window, the Export button is marked with an arrow

The Excel file that was exported and automatically downloaded is displayed below.

The columns containing the clients' data fields are marked by the arrow for your reference.

on the exported Excel list, the Client data table is marked with an arrow

Import a Client

To import a client, or multiple clients simultaneously, navigate to the Templates tab and click on the Import button, as circled below, for the appropriate template.

on the Templates tab, the Import buttons are marked with arrows

After uploading a file, proceed by clicking on 'Upload' to initiate the import process.

the Import window after uploading a file

The import system provides a comparison between the fields in the Excel file and those in the selected template.

It highlights which fields are similar to the template and identifies any fields in the Excel file that are not present in the selected template.

The system automatically disregards any fields that are unrelated to the template.

after importing a file, the Unique and Ignore checkboxes are marked with arrows

Unique function and Client Duplication

The Unique column in Complico is a valuable feature designed to prevent client duplication. By marking a field as 'Unique,' you ensure that if the system detects similar profiles, only the first one encountered is added.

This feature provides flexibility in avoiding duplicates, allowing you to choose specific fields such as name, birthday, or a combination like ID plus country as uniqueness criteria.

For instance, you can prevent the addition of a new client with the same ID by marking the ID as unique.

This versatile tool empowers you to tailor uniqueness requirements and manage data efficiently.

In the example image below, both Full Name and Birth Date are designated with the Unique feature.

This setup implies that if two clients share the same name but have different Birth dates, both clients will be added.

However, if both clients have the same Full Name and the same Birth date, only the first client on the list will be added.

an Example window of using the Unique feature while importing a Client Excel file

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