Import/Export - Importing Customer/Contact Information


Step    Action
  1.     Select {Settings} and then select {Import/Export} under Customer.
  2.     Select {Choose File}.

         A File Upload modal window will open.
 

  3.     Locate file on computer to be imported and select {Open}. The name of the file to

          be imported will appear next to {Choose File} button.



  4.     Select {Import}. A Customers and Contacts option will appear.



 
 5.     Select if file to be downloaded is for {Customers} or {Contacts}. A results 
          window will pop-up to confirm the records imported successfully.

  6.      Select X to close pop-up results window.