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Customers import

"Import Customers" button is shown on Customers list by permissionshowCustom​ersImportB​utton (broker_permissions_control group)


Upload a file with the specified format (provided below).

Go to To be imported tab and select contacts for import. Select all by ticking first check box

Customer import template. 

template (3).xlsx

The first part of the template is customer's information 

The second part is the Contact information. In case you have more than one contact for the customer, please, repeat the customer's information for each contact. 

Duplicate customers and contacts will be skipped. 

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