In Fygaro you can import the data of your clients from an Excel file following these steps:
Step 1: Create an Excel that contains the following information:
*For People, leave the boxes for “Company Name” and “Legal name” in blank.
*For Companies, leave in blank the boxes “First Name” and “Last Name”. In the “Company Name” field you can indicate the commercial or fictitious name.
*In the “Legal ID” field, place the client’s legal identity number (after importing the list, enter each customer who is a natural person and select the type of identification).
Step 2: Now, go to the “Settings” module. In the menu on the left (bottom on mobile), select the option “Import > Import Clients”.
Step 3: Select the “I have read the instructions” button and then load the excel document, following the instructions indicated in the same portal.