Import Clients

Create the file structure and data in excel as per below. Fill in the data required.

Save a copy in standard Excel file Format to refer again if needed. Next save the same file as Unicode Text (*.txt) to desired location on the computer

Import File to Synergy Workforce

Open Synergy Workforce

Go to Menu - System Setup - Import Data

1. Select Table to Import - Clients
2. Select Unicode text file to import
3. Tick to ignore header line if exists in the text file
4. Click read file to verify the content before Importing to database

On Successful reading, bottom section should show all information in Green colour. Scroll down the page to make sure there are no lines with red colour in it.

If all looks good, click on Import button and wait until it finishes uploading data. This can take a while so please be patient. Browser will continue to show loading icon until the import has been completed.