Help: Bulk add customers

To bulk add customers, click on "Customers" on the left hand side and then click "Bulk Upload"

Now click on "Download the Customer Bulk Upload excel file." to download the customer bulk upload spreadsheet.

Spreadsheet example

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Now add the customer details horizontally the same as when you add a new customer via the website.

Note:

  • If the payment term is not valid, the system will pick the first payment term.
  • If you type in a new region name, that will be added.

Once your spreadsheet is saved

Go back to the page and click the "browse" button to find your excel file on your computer.

Click the "Upload File" button to upload your file and start adding customers. Depending on how many customers you have, this might take some time.

The results of the upload will be displayed, including if there are any errors.

You can repeat this anytime and can even do it for just a single customer.

Help Customers