How To Import Customers Data

  1. From the main menu, hover on ‘Customers’
  2. Click ‘Customers’ from the dropdown menu
  3. From the top right, click the ‘Import’ iconfollowed by click ‘Import Data’
  4. If you don’t have a customer spreadsheet template then from the opened modal/popup bar, click ‘No, I need to download a template to fill in’ and download the template
  5. Fill this sheet, and once finished, again click ‘Import data’, and now from the modal, click ‘Yes, I have a Location spreadsheet ready for import’
  6. Upload the spreadsheet and click ‘Next’
  7. Match the columns and finish the import