How can I easily import customers?

You want to import customers easily. That’s perfectly understandable! If you follow the steps below, everything will become clearer.

Customer Import

1. In the top right corner, navigate to the tab with 6 dots. This will take you to the App Store. (It’s next to your account name.)

2. In the [App Store], search for [Import & Export Center].

3. Install or open the app

In this app, you can add a [CSV or Excel file] containing all customer data. Select the desired customer import template and add the file.

Where can you find the templates?

1. In the top-right corner, tap the tab with the six dots. This will take you to the App Store. (It’s next to your account name.)

2. In the [App Store], search for [Import & Export Center].

3. Install the [Import & Export Center] app.

4. Open the app once it has finished installing.

5. Navigate to the right side of your screen. Here you’ll see two green buttons labeled [New Export] and [New Import]. Click the button labeled [New Import].

Step 1: Under the [Import Type] heading, select [Import Customer] from the dropdown menu.

Step 2: Here you can download the template.