Administrator Guide 2017
Importing a customer spreadsheet
  1. Display the Customer list by selecting Customers from the Setup/Maintenance menu.
  2. Click on the Import from spreadsheet button which will open another window.
  3. Leave the defaults selected for assigning all templates and groups to all customers (unless you wish to customise yourself).  These can be amended at a later date.
  4. Click on Add attachment (opens an Upload Files window).
  5. Click the Select button (opens a Browse window).
  6. Browse your computer for the already-prepared Excel spreadsheet (see Creating a customer spreadsheet for details) and click the Open button (closes Browse window and returns to Upload Files window).
  7. Click the Save button to close the Upload Files window.
  8. Click the Save button to close the Import from spreadsheet window and your customer list will be populated automatically.

See Also
Editing a customer
Deleting a customer
Adding a customer
Creating a customer spreadsheet