Import Customers

To import customers, follow the steps below.

  1. Go to Web App > Navigation Menu > Customers > All Customers.
    Add Customer 3

    The Customers page appears.

  2. Click the Hide Metrics to view all the customers.
    Edita Customer 1
  3. Click the Export & Import Options menu and click the Import option.
    Import Customers 1

    The Smart-Import Customers page appears.

  4. Click the Download Template button to download the template.
    Import Customers 2

    A blank excel sheet is displayed. Refer the instructions listed in the Supported Formats to upload the data.

  5. Open the downloaded excel sheet and fill in the customer details.
    Import Customers 3
  6. Click Choose File and select the filled excel sheet.
    Import Customers 4
  7. Click Import.