Upload Customers

Upload a customer spreadsheet (.csv) which allows you to upload or update multiple customers at once.
Upload Customer(s) Tab
  1. 1.
    Create a .csv in the following format. Please note required fields are highlighted in red. You can download the template here,
  2. 2.
    Add customer information into the fields. Field definitions and instructions are described in the template you can download above.
  3. 3.
    Remember to delete the first three rows (Row 1 = How to for each column, Row 2 = the field name, Row 3 = sample data).
  4. 4.
    Save as a .csv
  5. 5.
    Click the Browse button to locate your saved .csv file.
  6. 6.
    Click Open to select your file.
  7. 7.
    Review the data is correct and click submit.
  8. 8.
    You will get one more chance to review then click submit again to upload.