Import existing customers
In order to import your existing customers, to do that:
- go to the Customers tab in the menu
- select All Customers.
- Click on the button Import Customers.
Download the template by clicking on Download Template.
Log into your Google Drive account and upload the file.
You can then edit the template by adding required customer information in the cells.
After adding all your data, go back to the Import Customers section in the system and upload the file by clicking on Choose File.