{"id":155,"date":"2024-04-15T19:05:51","date_gmt":"2024-04-15T19:05:51","guid":{"rendered":"https:\/\/rithmai.com\/support\/?post_type=ht_kb&#038;p=155"},"modified":"2024-04-15T19:15:57","modified_gmt":"2024-04-15T19:15:57","slug":"importing-clients-into-rithm","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/importing-clients-into-rithm\/","title":{"rendered":"Importing clients into Rithm"},"content":{"rendered":"\n<p>The clients you see can be transferred from a spreadsheet into Rithm. It is the best way to get started because it personalizes Rithm with clients you know about. Rithm&#8217;s optimizer can then automatically create a great plan to see them based on where they are at, their availability, when you&#8217;ve seen them last and many other factors.<\/p>\n\n\n\n<p>To import your clients:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Save your spreadsheet as a CSV file onto your computer. Make note of where you&#8217;ve saved it.<\/li>\n\n\n\n<li>Go to the import page in Rithm. \n<ul class=\"wp-block-list\">\n<li>If you&#8217;re new and have never added clients, you will see an &#8220;Add Clients&#8221; page in several parts of Rithm. That page has a &#8220;Import clients from a spreadsheet&#8221; button to begin the process.<\/li>\n\n\n\n<li>If you already have clients but want to add or change them, go to &#8220;Settings&#8221; then select the &#8220;Import Client wizard&#8221; button.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Typically you will want to setup new clients in Rithm from scratch. If so, on the left side of the import page select \u201cAdd new clients or replace all\u201d. <\/li>\n\n\n\n<li>On the right side of that page select \u201cChoose File\u201d and enter where you saved the CSV file. Then select \u201cNext\u201d. <\/li>\n\n\n\n<li>On the following page you will map the columns in your CSV file to the columns Rithm knows about. Rithm will make its best guess but you can adjust that mapping.<\/li>\n\n\n\n<li>Select the \u201cImport\u201d button to transfer your CSV file into Rithm.<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>The clients you see can be transferred from a spreadsheet into Rithm. It is the best way to get started because it personalizes Rithm with clients you know about. Rithm&#8217;s optimizer can then automatically create a great plan to see them based on where they are at, their availability, when&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[],"class_list":["post-155","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/155","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=155"}],"version-history":[{"count":2,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/155\/revisions"}],"predecessor-version":[{"id":157,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/155\/revisions\/157"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=155"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=155"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=155"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}