How to import an existing customer list into the CRM
Open the Customers Panel
From your Dashboard Menu:
- First Click on CRM
- Click on Customers
Click on the import Contacts Button
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).
- After you have edited your template, click on the Choose File button to import.
Click the Next Button to Import Your Template
Click OK to Confirm the Import
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.