Adding clients

Clients need to have been added before you can start using contracts

More about clients people

Clients can be added in one of two ways:

1) Bulk importing clients from integrations (recommended for setting up)

You can connect an external service such as Xero accounting software in order to import your clients – how to connect Xero. The import process happens automatically after you've set up a connection.

2) Manually adding clients

Once your account has been setup and you've imported clients from your connected integrations, you can manually add new clients in Controlla.  Depending on the integration and any custom settings adding a new client in Controlla will often sync it back to your externally connected integration apps.

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