How to Import Customers into the CRM

How to import an existing customer list into the CRM

Open the Customers Panel

Open the Customers Panel

From your Dashboard Menu:

  1. First Click on CRM
  2. Click on Customers

Click on the import Contacts Button

Click on the import Contacts Button

Set Up Your Spreadsheet

Set Up Your Spreadsheet

Click on Download Import Template

Follow the Instructions on the Template

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).

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

Click the Next Button to Import Your Template

Click the Next Button to Import Your Template

Click OK to Confirm the Import

Click OK to Confirm the Import

Preview and Import Your Contacts

Preview and Import Your Contacts

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

View Your New Customer List

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