How do I import a customer list?

To import a customer list from Excel, go to **'Customers'** > 'More Actions' and select **'Import from Excel' and choose the file.

The customer list can now be imported via Excel. Note that you can also enable some additional options at the bottom.

To adjust column data or remove rows, use the dropdown menu in the yellow fields.

Did you know...

When uploading your customers, you can also choose to sort them alphabetically and automatically assign customer numbers?

To do this, go to Customers > More Actions > Settings > Default Sorting > Recent Activity or Alphabetically, and check the option 'Automatically add customer number during customer creation.'