Client information can be imported using this wizard, which is available from either the File / Import / Other / Client Info... menu command or by pressing the Import... button in the Client List Dialog.
Client information can be imported from 3 different file formats: Comma Delimited (*.CSV), Tab Delimited (*.TXT), or vCard (*.VCF). When importing from a CSV or TXT file you will have the opportunity to map the fields from the importing file into Fund Manager client fields.
When importing clients if an existing sub-portfolio contains the name of the client, that client will be assigned as the owner of that sub-portfolio. If no matching sub-portfolio is found, the imported client will initially not be assigned to own any sub-portfolio. Use the Client Information Dialog to assign a sub-portfolio for imported clients.