Info
Content

How to add or bulk upload customers?

To add or bulk upload customers, make sure Customer collection is created.

To add customers follow below steps:

  1. From left Navigation menu go to Customers under Collection
  2. Select the customer collection (or know how to create a collection)
  3. Click on the plus icon and then click on ONE BY ONE 
  4. Add customer details in fields
  5. Finally click on SUBMIT.

To bulk upload customers, follow below steps :

  1. From left Navigation menu go to Customers under Collection
  2. Select the customer collection (or know how to create a collection)
  3. Click on + icon and click on EXCEL tab 
  4. Click on DOWNLOAD TEMPLATE
  5. Enter customer details in excel template
  6. Drop excel or choose file to upload
  7. Click on UPLOAD.

 

 

 

No Comments
Back to top