Import customers using csv/xlsx file


How Can We Help?
< Back
You are here:
Print

If you have a long list of customers, then creating customers profile one by one can be very cumbersome. The best approach in such scenario is to importing customers using csv/xlsx.

  • Go to Customers page by clicking on “Customers” from the main menu
  • Click on Import Customer button and you should be able to see a page like following

Import customer using xlsx file

  • Click on Download Sample button which is on the top right corner. A sample xlsx file will be downloaded to your computer.
  • Open the file and fill up the sheet with proper information information. Make sure you entered the proper value in the proper column
  • When you are done entering all your customer’s information come back to this page again
  • Select groups and set default password for all the customers you included in the file.
  • Now click on choose file to select the file
  • Finally click on import button
Previous Customer Groups
Next Customer Portal
Table of Contents