How to Import Customers into the CRM

How to import an existing customer list into the CRM

Open the Customers Panel

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From your Dashboard Menu:

  1. First Click on CRM
  2. Click on Customers

Click on the import Contacts Button

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Set Up Your Spreadsheet

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Click on Download Import Template

Follow the Instructions on the Template

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The worksheet you download has two template sheets with specific instructions.

Click on the tabs at the bottom of the worksheet to tab between the Overview, Sheet 1 (Instructions for Import Contacts) and Sheet 2 (Instructions for Import contacts during campaign creation).

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  1. After you have edited your template, click on the Choose File button to import.

Click the Next Button to Import Your Template

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Click OK to Confirm the Import

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Preview and Import Your Contacts

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You will see a message confirming that your file has been successfully imported

View Your New Customer List

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Your new customers from your spreadsheet will now be available in the Customers List.

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