Importing Customers

You can bulk import customers from a CSV file. Navigate to the Customers page and click the "Import" button.

CSV Format

Your CSV file should include a header row with the following column names:

  • first_name
  • last_name
  • email
  • phone
  • mobile
  • company
  • source
  • notes

Import Process

  1. Click the "Import" button on the Customers page
  2. Select your CSV file
  3. The system will process the file and create customer records
  4. You will see a confirmation with the number of customers imported

Exporting Customers

To export your customer data, click the "Export" button on the Customers page.

Tips

  • Make sure your CSV file is encoded in UTF-8
  • Review your data before importing
  • Only users with the correct permission can import or export customers