How to upload your past client database?

Please follow these instructions to upload your client database to the Realfinity platform.

You can easily upload contacts by following these steps:

1. Download the provided Realfinity Platform Client Import CSV template.
2. Fill in the required contact information in the CSV file, ensuring data is accurately formatted.
3. Save the CSV file with your contact details.
4. Email your CSV file to support@realfinity.io
5. The Realfinity Support team will review and import your clients.
6. Your will receive and email from Realfinity Support when your client import is complete. The average turn time for client import requests is 24 hours.
7. Review and confirm your uploaded clients in the Realfinity Platform.

If you have any questions on this process, please contact Realfinity Support.