Importing Customer Data

Description: Learn how to import Customer data into the Customers CRM

Things We Cover:

  • Importing Customer Data


Go to Customers > New Customer

Import Customer Data From Customer Search by clicking on the dropdown to import

Click to load TXT Customer Import File into Interface.

Parse the File to Prepare the import of the data

Set The Rule on how you want the system to handle your import for customer account activation

Review Customer Status to make sure customer data is ready for import.

Click on Import once the file is ready to be imported into SCE.

You can review all the available import fields on the right with their definitions.