You can import customers using an Excel spreadsheet by following the steps below.
1. Navigate to Customers.
The Customers page is displayed.
2. Click the Import Customers button.
The Import customers page is displayed.
3. Click Choose file to upload.
The Open dialog is displayed.
Note: You can upload only Excel files (XLS or XLSX) that contains your list of customers with each field in a separate column or use the example file as a template by clicking Download example file.
The Excel file is downloaded. You can make the necessary changes and save the file.
4. Select the file to be uploaded and click Open.
The file will be uploaded.
5. Map the fields in the software (left hand labels) to the relevant columns from your Excel file (right hand dropdown lists) and then click Validate field mappings.
The file is validated and ready to be imported.
Note: If there are any issues with data from your Excel file you will see a list of errors with the corresponding row number from your Excel file, please resolve any of the issues in your Excel file, save the file and then start the process again to reupload the file containing your amendments.
6. Click Import Customers.
Note: It may take some time to upload the customers depending on the amount of data in your Excel file, please wait for the process to complete and do not refresh or close the web browser window.
The confirmation is displayed and the customers are imported. To view the imported customers, refer to the Customers Overview.
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