To import the details you must enter the information into an excel file. The information needs to be in a particular format. Details on this format is described on the Import Customers page. There is also a template available that can be downloaded into which you can enter the customer information.

1. In the Customer Management menu, select Import customers (3). The import form is displayed.

2. Right-click Download Excel Template and choose Save Target As... (your browser may use a different name for this capability)

3. Save the file to your computer and enter the customer details into each column.

4. Save your changes.

5. Click Browse on the import customers page, and select the file you created.

6. Click Upload Excel File. Once the file has been uploaded the information will be displayed on the screen to confirm the details were uploaded ok. Select the category you want to import the details into using the drop down list.

7. Click Import customers to import the uploaded information to the selected category.

Tip: You should now use the Delete customer duplicates option to ensure you do not have any duplicate customer entries in your customer database.