Key Steps
1. Open the Bobyard Dashboard and Navigate to Clients
After logging into Bobyard, start from the main dashboard.
Use the side menu to locate the available tabs.
Select Clients to begin managing client records.
If needed, expand the side menu using the icon shown in the dashboard to view all available tabs.
2. Create a New Client Record
In the Clients tab, click New Client.
A pop-up form will appear for entering client details.
Enter the required Company Name field first.
Add optional details as needed, such as:
Primary contact
Contact title
Email address
Company address
Click Save Changes to create the client record.
3. Verify the New Client Was Added
Confirm the new client appears in the Clients list after saving.
Check that the company name and any entered contact details display correctly.
If information is missing or incorrect, edit the record before moving on.
4. Start a Bulk Client Upload
If your client list already exists outside Bobyard, use the bulk upload option.
Click the arrow/menu option associated with client import.
Select Bulk Upload Client List when prompted.
5. Download and Complete the Import Template
Bobyard will prompt you to upload a client list in the correct format.
Click Download Template to get the required file structure.
Open the template and enter your client information into the correct columns.
Save the completed file before uploading it back into Bobyard.
6. Upload the Completed Client List
Return to the upload window in Bobyard.
Drag and drop or select the completed client file.
Click Upload to send the file into Bobyard for processing.
7. Review and Confirm the Import
Review the extracted client data shown by Bobyard.
Check for accuracy in names, contacts, and other imported fields.
If everything looks correct, click Confirm Import.
The clients will then be added to the Clients tab.
Cautionary Notes
Company Name is required when creating a single client record.
Make sure the bulk upload file matches Bobyard’s template exactly so the system can read it correctly.
Review imported data carefully before confirming, since errors in the spreadsheet may carry into the client records.
Do not confirm the import until you have verified the extracted information.
Best Practices
Use bulk upload when adding multiple clients to save time.
Fill in only the fields you need for a single client if you want a faster setup.
Keep a clean, standardized client spreadsheet ready for future imports.
Save the completed template in a reusable format so future uploads are quicker.