Step 1: Go to SYSTEM, then click on Import/Export.
Step 2: Go to Customers/Shipping Import tab, then click on Download Template.
Step 3: Open the downloaded CSV file.
Step 4: Complete the Customer Template. Make sure to delete the sample row.
Below are the mandatory fields:
- Business Name
- Account Email
- Email Invoices To (This must be unique.)
- Contact Name
- Address 1
Step 5: Save the completed Customer Account Template as CSV file.
Step 6: Click on Choose File to select the updated Customer Template.
Option 1: Click Upload button to simply upload your Customer Template without sending email invite to customers.
Option 2: Click Upload and Send Customer Invite button to upload your Customer Template and send email invite to your customers at the same time.
Notification appears once template has been uploaded.
Need more help with this?
Don’t hesitate to contact us here.