How to Import Customer Details?
Step 1: To bulk upload customer details, Go to ‘Customer’ menu and click the submenu by the same name.
Step 2: Click the ‘Import / Export’ button at the top right side of the screen
A popup will appear showing provisions for importing and exporting customer information.
Step 3: Click the ‘Choose File’ button and upload the spreadsheet (saved as .xlsx, .csv or .xls) containing your customer details and click ‘Save’ button. Take a look at the ‘Sample Customer Spreadsheet’ to know the list of information to be provided.
A popup will appear showing the total number of records. Click ‘Import’ to initiate the import.
Once done, you’ll get the following popup.
The list of newly uploaded customers will appear in the ‘Customer’ page.