This articles describes how you can import clients details from your organization to Freshservice for MSPs.
To import clients:
- Go to Clients > All Clients > click Import > select Clients from the drop-down.
- In the Import Client window, click Upload CSV or drag and drop a CSV from from your system.
Note: Ensure that each client name is unique. It is used to look for matching records between your file and Freshservice for MSPs. - Click Next to upload the file.
Note: You can import up to 1000 rows in the CSV file.