5. Import Data
Purpose: Import customer data you have available from another source.
Need to import customer data from other available sources you previously managed, follow these steps:
Step 1: In the menu, select customers. Click to the "Import" and download template file.
This template includes all information fields of the system. Your task is to standardize and match the data from your old management data file into this template and save the file to your computer.
Step 2: Upload the standardized data file to the system to complete data entry.
After successfully uploading the file to the system, the system will return a success notification and the data will be displayed as shown below:
Last updated