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Import a customer list

4 steps, in the order you do them.

Follow it on screen.

  1. 1

    Start the import

    Bring an existing list in rather than retyping it.

    Where to find it: Start the import - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
  2. 2

    Choose the file

    A CSV exported from whatever you use today.

    Where to find it: Choose the file - the arrow points at the control
    The real screen - the arrow marks the control. Tap to see it full size.
  3. 3

    Map the columns

    Tell us which column is the name, the phone, the address.

  4. 4

    Run the import

    Duplicates are flagged before anything is written.

More about what this doesImport a customer listKeep goingAll walkthroughs