Import Customers

• Select Import Files Icon on the dashboard

• Select import customer menu

• Click on the download icon to down the customer template

• Populate the template using the notes below

• Import the template

Template Notes

Download the template and fill out the columns using the guide below then import the template and confirm that all are imported. Maximum customers to import is 500.

• Customer Name: Please avoid special characters in Customer name example @:;?><{}*

• Email: Customer Email should be in valid format. Example customer@costbucket.com

• Phone: Customer Phone number should be numeric and minimum 10 digit

• Street: Customer Street can be minimum 10 characters

• City: Customer City name

• Zipcode: Customer Zip code should be numeric and minimum 6 digits