The Customers Import feature allows you to efficiently upload customer data in bulk. This is done by using a template that structures both customer and contact information.
Steps to Import Customers:
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Upload File:
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Start by clicking the Import Customers button.
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Upload a file with the specified format provided by the system.
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Import File Preparation:
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The system provides a customer import template. Ensure that your file matches this template.
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The first part of the template contains customer information (such as company name, credit days, country, etc.).
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The second part includes contact information. If you have more than one contact for the customer, repeat the customer's information for each contact.
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Note: Duplicate customers and contacts will be automatically skipped during the import.
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To Be Imported Tab:
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After uploading the file, navigate to the To Be Imported tab.
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Select the customers to be imported by ticking the checkbox at the top to select all entries.
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Confirm Import:
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Once selected, proceed to import the customers into the system.
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Customer Import Template:
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Customer Information:
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Contains fields like company name, address, credit terms, and other relevant details.
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Contact Information:
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Includes fields for the customer's contacts, such as email, phone numbers, and more. For multiple contacts, repeat the customer details for each contact line.
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Duplicate Handling:
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The system will automatically skip duplicate entries for both customers and contacts during the import process.