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Adding bulk number of customers

Written by Jobin Johny
Updated yesterday

How to add Bulk Customers

To add bulk customers, follow these steps:

  1. First, access the customer module on main navigation bar and click the section customers.

  2. Once you have accessed the customer section, you will see a drop-down option located near the "Customer +" button. Click on this drop-down and select "Bulk Customer".

  3. A window will appear, prompting you to download the sample file or upload the file with the bulk customer details.

  4. Download the Sample file, update customer details, and save the file on your device as a csv file

  5. After selecting the appropriate file, click on the "Upload" button to initiate the bulk customer upload process.

That's it! The system will automatically process the customer data and create new customer records for each of the customers included in the file. Be sure to follow the system's instructions on window carefully to ensure a successful bulk customer upload.

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