coreSTORE - Customers: How to Import Customers
The Customer Module allows you to efficiently manage customer information and provides a comprehensive overview of all interactions and data associated with individual customers.
Click on Sales
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Click on Customers
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Click the 3-dot menu to the right side of the screen
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Click on Excel Import
Select this button if you need to import a Customer List by bulk
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Click on Download Spreadsheet Template
Template for Existing Customers: A template for existing customers is a structured format used to manage and organize existing customer information
Template for New Customers: A blank template that you can use if you wish to add more customer record by bulk
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Click on Upload File when you are ready to import
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Click on Yes/No if you wish to continue on the last step
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Click on Complete Excel Import on Step 3
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Success! You got it!
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Click on Sales
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Click on Customers
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Click the 3-dot menu to the right side of the screen
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Click on Excel Import
Select this button if you need to import a Customer List by bulk
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Click on Download Spreadsheet Template
Template for Existing Customers: A template for existing customers is a structured format used to manage and organize existing customer information
Template for New Customers: A blank template that you can use if you wish to add more customer record by bulk
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Click on Upload File when you are ready to import
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Click on Yes/No if you wish to continue on the last step
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Click on Complete Excel Import on Step 3
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Success! You got it!
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Updated on: 06/26/2024
Thank you!