In this guide we are going to show you how to import multiple customers from a CSV file.
- Click Customers on the left hand menu
- Click Import Customers from the top menu bar
- Download the CSV file template and open in a spreadsheet editor e.g. Microsoft Excel or Google Sheets
- Format and place your data into the CSV file template. Telephone numbers must be formatted with +44 or appropriate country code in the E.164 international standard. E.g (+447384716374)
- Save your spreadsheet as a CSV file.
- Upload your file by clicking the Browse Files button on the Import Customers screen to select the CSV file you just created. The system will now automatically start scanning your file for customers.
- Check the details are correct and click Confirm and import XXX customer(s)
- You will now be shown the results of the import. If there are any errors in the import you can correct the file and reupload.