How to import customers

Simplifying the management and updating of your customer information.

Click on Your Profile:

    • Within your account settings, locate and click on the "Import and Export" tab.
    • Import Customers:
    • To import new customer data or update existing records, you can choose to import a csv, xlsx, or xls file.
    • Prepare your file with the customer information you want to import.
    • Click on the option to "Import Customers" .
    • Upload and map your file.
    • Ensure that your file follows the required format and includes the necessary fields like customer names, addresses, contact details, etc.

      Complete the Import:

    • Review the data mapping and confirm the import.
    • The system will process the CSV file, and your customer data will be imported or updated accordingly.

You can also import a file with updated fields for existing customers:

    • Finish and Verify:
    • Once the import is complete, you may receive a confirmation message.
    • Verify that your customer data has been imported correctly.