How To Import Customers

  1. Click on Customers on the left-hand side of the page.
  2. Click on 'Import'.
  3. Click on 'Select File For Import'. The import facility accepts CSV files only. Your CSV file should contain the following column titles: FirstName, LastName, EmailAddress, PhoneNumber, CallingCode, Notes, SubscribedToEmails, SubscribedToSms, Title. The column titles are case-sensitive.
  4. If the initial upload is successful, a list of customers to be imported will be listed on the page. If you're happy to continue with the import, select the 'Save Customers' button at the top.
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