Bulk Upload Customer Details

To bulk upload customer details, follow these steps:

  1. Go to the Customers page available under the General subhead in the left sidebar.
  2. Click on the Import Customer icon on the top right corner.
  3. Download the CSV file template with sample values for adding customers.
  4. Update the downloaded file with customer details and upload it in the Import Customer popup.
  5. Click on the blue Upload button.

Note:- when a customer is added on the platform through the CSV file, He receives an email with the credentials and a login URL.

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