Upload Customers via Excel- Step‑by‑Step Guide

We’re pleased to share a simple process for uploading your customer records through Excel. Please follow these steps carefully:

1.Prepare your Excel file

Ensure all customer details are entered correctly.

2.Map the Excel headings with system headings

Match each column in your file to the corresponding field in the system.

3.Validate the data

Run the validation check to identify any issues.

4.Correct errors and re‑validate

Fix any highlighted errors and validate again until the file passes.

5.Upload the file

Once validation is successful, upload the file to complete the process.

This workflow ensures accurate data entry and smooth integration into the system.

https://www.youtube.com/watch?v=Sa6tZ_t2v-U