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4 Customer Input

Customer setup video

Customer Input

  • Click 'Administration'
  • Click 'Setup'
  • Click 'Customer Import'
  • Click 'Download Template'
  • Enter as much information as possible into the template or export from your current program and format into the .csv file provided
  • Click 'Choose File'
  • Select template file
  • Click 'Upload'
  • Check that the information transferred correctly
  • Click 'Save'