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  1. Home
  2. SourceLink℠ Software
  3. Import Client Interactions
  1. Home
  2. Clients
  3. Import Client Interactions

Import Client Interactions

How To Import Client Interactions

Go to Setup>Import Client Data

Download the interaction import file template. 

Sample Upload File

Populate the spreadsheet with your client referral data – columns A – Q. Open instructions in columns with comments (red triangle) to enter proper data.

Save the file in your hard drive. Select Data File at the bottom of the Import Client Data page in SourceLink Pro.

You have the option of adding the Interaction Counselor for all interactions. 

Click Import Client Data.

Upload File

For more information visit, Importing Client Data

Updated on July 18, 2022
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