- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
Bulk Import your Student Data
Bulk Import your historical client information with your CM account
By utilizing the bulk upload feature, you can efficiently transfer large amounts of student records into the system at once. This saves you time and effort by streamlining the process of inputting data.
Follow the guidelines below:
Head to Settings > My Business Setup > Scroll all the way down until you reach Student Data Import
Read Carefully:
Prior to importing your student records, it is important to review the instructions provided. If you prefer, you can also send us an Excel spreadsheet. Be sure your spreadsheet is prepared following the specified format, and we will take care of uploading it for you. Review this article