{"version":"1.0","provider_name":"Wiki","provider_url":"https:\/\/wiki.cloudbankin.com","author_name":"support@habile.in","author_url":"https:\/\/wiki.cloudbankin.com\/index.php\/author\/supporthabile-in\/","title":"Bulk Import -Client - Wiki","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"ShTI2TSekD\"><a href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/clients\/bulk-import\/\">Bulk Import -Client<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/clients\/bulk-import\/embed\/#?secret=ShTI2TSekD\" width=\"600\" height=\"338\" title=\"&#8220;Bulk Import -Client&#8221; &#8212; Wiki\" data-secret=\"ShTI2TSekD\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/\/# sourceURL=https:\/\/wiki.cloudbankin.com\/wp-includes\/js\/wp-embed.min.js\n\/* ]]> *\/\n<\/script>\n","description":"If you want to add clients then you can simply Import the client\u2019s details by clicking on Import Clients. Once you click on the Import Clients, choose the excel file to upload the details. On the left side, you can see the client template. Choose Office as Habile (Your office name) and Legal Form as [&hellip;]","thumbnail_url":"https:\/\/wiki.habiletechnologies.com\/wp-content\/uploads\/2021\/07\/Import-Clients-1.png"}