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How to Import Customer Details?

Step 1: To bulk upload customer details, Go to ‘Customer’ menu and click the submenu by the same name.

customer-import

Step 2: Click the ‘Import / Export’ button at the top right side of the screen

import

A popup will appear showing provisions for importing and exporting customer information.

import/export

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.

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A popup will appear showing the total number of records. Click ‘Import’ to initiate the import.

import-customer

Once done, you’ll get the following popup.

import-completed

The list of newly uploaded customers will appear in the ‘Customer’ page.

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