The clients you see can be transferred from a spreadsheet into Rithm. It is the best way to get started because it personalizes Rithm with clients you know about. Rithm’s optimizer can then automatically create a great plan to see them based on where they are at, their availability, when you’ve seen them last and many other factors.
To import your clients:
- Save your spreadsheet as a CSV file onto your computer. Make note of where you’ve saved it.
- Go to the import page in Rithm.
- If you’re new and have never added clients, you will see an “Add Clients” page in several parts of Rithm. That page has a “Import clients from a spreadsheet” button to begin the process.
- If you already have clients but want to add or change them, go to “Settings” then select the “Import Client wizard” button.
- Typically you will want to setup new clients in Rithm from scratch. If so, on the left side of the import page select “Add new clients or replace all”.
- On the right side of that page select “Choose File” and enter where you saved the CSV file. Then select “Next”.
- On the following page you will map the columns in your CSV file to the columns Rithm knows about. Rithm will make its best guess but you can adjust that mapping.
- Select the “Import” button to transfer your CSV file into Rithm.