To import customers complete the following steps:
- Click on "Contacts" in the top menu
- Click on "Customers" in the left menu
- Click on "Import" button at the top of the list of customers
- Select file that includes list of customers (file must be in CSV format)
- Click on the "Upload" button
- If file includes a header row click on the checkbox next to "Header Row?"
- Ensure file columns are mapped to proper fields and make any changes by clicking on the dropdown field above the column and selecting the correct field
- Click on the "Finish" button
Supported columns are:
Customer import template file: