Orders, Quotes & Customers
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Customers
Website Customers

Import Customers

2min

Overview & Purpose

To avoid the hassle of adding customers one by one, you can directly import customers in bulk. With Import Customers, options import customers using an excel sheet.

Import Customers

Importing customers is a simple 3 step process.

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Step – 1 Download the file

Download an excel file from the ‘Download File’ button. The excel file downloaded comes with a sample customer entry. This will help the Admin in filling the excel sheet.

Step – 2 Fill up the data

In this step, the system provides help to fill each column. Follow the rules and fill up sheet.

Records highlighted with Red color are mandatory to fill.

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Refer to the Country, Stores, User Group and State tab for the codes.

Step – 3 Upload the excel

After filling the excel upload the file using 'Upload File' section. The system validates for incorrect fields and lists down the invalid data.