Importing/Updating Clients in Bulk
Upload your clients to Nutritics in bulk using the batch import tool (please note this is a premium feature).
- Go to the start menu in the top left corner of the screen.
- Click 'batch jobs'
- Click on the 'batch import' tab at the top of the screen
- Download the clients import template
- Fill in the template. Note, to update existing clients add their client ID into the 'system ID' column. To see a client ID, hover over the client's name in your list of clients.
- Alternatively, batch export your client list in the 'batch export' tab. The 'id' colum contains your clients' system IDs and these can be copied and pasted into the import template.
- Go back to batch jobs and upload the file