Customers import

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:

1. Upload File:

   • Start by clicking the Import Customers button.

   • Upload a file with the specified format provided by the system.

2. Import File Preparation:

   • The system provides a customer import template. Ensure that your file matches this template.

   • The first part of the template contains customer information (such as company name, credit days, country, etc.).

   • The second part includes contact information. If you have more than one contact for the customer, repeat the customer's information for each contact.

Note: Duplicate customers and contacts will be automatically skipped during the import.

3. To Be Imported Tab:

   • After uploading the file, navigate to the To Be Imported tab.

   • Select the customers to be imported by ticking the checkbox at the top to select all entries.

4. Confirm Import:

   • Once selected, proceed to import the customers into the system.

Customer Import Template:

• Customer Information:

  • Contains fields like company name, address, credit terms, and other relevant details.

• Contact Information:

  • 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.

Duplicate Handling:

• The system will automatically skip duplicate entries for both customers and contacts during the import process.