How to import an existing customer list into the CRM




Open the Customers Panel




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.