Features Tutorial

Customer Import

Easily import your customer data from any system using CSV files or excel files. Make sure you have this columns in your files. First Name, Last name, Email, Phone, Secondary Phone, Address1. Address2, City, State, Zip.

Click on the Import button on the top from the Customer page and it will navigate you to the import page. You can only import 1000 records at a time.

Match up the columns to the specific fields. You can skip matching state and city as it is automatically matched by zip.

Click the Save button and all your data will be imported and you will be able to see it from the All Customer page.