How do I import customers in Your Customers?

To import customers, select the Your Customers tile. 

Select the Import icon.

Select the link to download a .CSV template.

Add customer information to the appropriate cells in the template.

Remember to save as a .CSV file.

       

Once the file is ready, select Choose File and select the .CSV file.

The file will upload and you will see a preview of the customer list.

                 

Select the drop-down menu next to each column to match the columns to the correct column title.

Select “Import Customers”.

The import is now complete. Select Continue. 

The customers are now added to the Customer Overview section.