Importing customers

To facilitate the addition of customers quickly, we have a function ofimport. You can import directly from a file in csv, tsv or txt format. You also have the choice of entering your data manually in the table.

Import clients from files

Before importing projects, use the template provided to you to facilitate the import.

1. From theHome | Sales | Customers

2. Click on the three points in the right corner of the window

3. Choose Import, a new window appears

4. Click the button Download data from file

5. Select your document

6. Quickly check the location of the columns. For encoding, we recommend leaving it as default. When everything looks correct, click Yes

7. Check if the fields are correctly linked and click on Examine

8. Check your information before importing and if everything looks correct, click Continue

9. Click on Yes when you are ready to send

Import customers manually

1. From theHome | Sales | Customers

2. Click on the three points in the right corner of the window

3. Choose Import, a new window appears

4. Fill in the fields in the table

5. When you are finished, click Continue