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How to import customers?

How to import customers?

Step- 1. Log in to your profile

Step- 2. Open the dashboard page

Step- 3. Click on the CRM option

Step- 4. Go to the “Customer” page and click on the “Import” option.

Step- 5. The “Upload Your Contracts File” page will open. Click on the “Upload” button.

Step- 6. Select and upload the required file.

Step- 7. Choose the appropriate contract type from the “Contract Type” field.

Step- 8. Click on the “Next” button to proceed.

Step- 9. “Map Columns in Your File” page will open.

Step- 10. Map the customer type with the appropriate customer field.

Step- 11. map all the database fields with your excel column one by one

Step- 12. After mapping, click on the “Upload All” button.

Step- 13. Click on “Back to List” to return.

Step- 14. The customer data will be successfully uploaded.