Upload a customer spreadsheet (.csv) which allows you to upload or update multiple customers at once.
Upload Customer(s) Tab
- 2.Add customer information into the fields. Field definitions and instructions are described in the template you can download above.
- 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.Save as a .csv
- 5.Click the Browse button to locate your saved .csv file.
- 6.Click Open to select your file.
- 7.Review the data is correct and click submit.
- 8.You will get one more chance to review then click submit again to upload.