Your Excel file holds years of day-to-day work: client names, contact details and notes added after visits. When you try a new tool, you want to bring that information with you.
ISF Agenda lets you import clients from Excel. Your existing contacts become the starting point for the client list in the app, where you can plan appointments and continue building each relationship.
Prepare the list before importing
The import reads an XLSX file with each client’s last name and first name, plus email, phone number and notes when provided. Keep a copy of the file and check that the details are complete. The import creates new profiles and does not merge duplicate entries, so check for repeated names before importing and avoid importing the same list twice.
Imagine the file includes Dr. Elena R., Dr. Riccardo V. and Dr. Silvia M. You already have their names, contact details and a few useful notes. Importing brings those details into the client list without having to create each profile individually.
You can then add locations, visiting days, medical specialties and tags in the app. This gives you a clean starting point and makes it clear which information still needs to be completed.
Add the details that help you plan visits
Over time, a client profile can hold much more than a name. For Elena, you can add her practice in Bologna and the medical center in Casalecchio, each with its own visiting days. For Riccardo, you can add his specialty and the location where he accepts visits on Tuesdays. The map and location details help you place these contacts within your territory.
Silvia, whom you recently met, sits in the same list. A tag such as “first visit” can help you recognize what to do next, while her profile stores the details you add as the relationship develops.
Build a history around your contacts
The original list tells you whom you work with. In ISF Agenda, you can also record what happened with each person: an appointment and its notes, a product you discussed or a call between visits.
Before seeing Elena again, review the details from your earlier meetings. When considering another contact with Riccardo, check his appointments and visiting days. This information grows as you work, starting with the contacts you already know.
Importing the list is the first step. Adding addresses, appointments and notes then turns it into a useful record of the relationships you continue to build.