Log in to Fons
Go to Clients > Actions > Import
Click Upload
Click Choose file and select the proper CSV file from your computer
If you would like to see or download a template that works well with Fons click here.
Select the Format
Choose Custom for any CSV file that is not a direct export from MMS
If you choose Custom - you will then need to map the columns in your file to the headers/fields in Fons
Choose MyMusicStaff ONLY if you importing an exported MMS client list
If you choose MyMusic Staff the columns are mapped for you.
Click Upload
Your clients will then show up in the staging area. You can make edits as needed.
Click on an alert to view the recommendation or required information and make edits
Once you are satisfied that the data in the client list is as clean as you want it, click IMPORT in the top right area of the screen.
Use the DELETE ALL button if you want to make changes to your file and re-upload the list.
After you have imported your clients you will want to setup billing on each student who will be taking lessons.