Step    Action
  1.      Select {Settings} and then select {Import/Export} under Customer.
  2.      Select {Choose File} or drag and drop the file you want to upload. 

          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 - Additional Locations option will appear.

  5.     Select {Customers - Additional Locations}. A results window will pop-up

          to confirm the records imported successfully.

Tips for Formatting Additional Locations .CSV for Import

The following guidelines should be noted when creating your Customer Location .CSV file for import:

Notes:

• Column names must follow the exact same naming scheme as provided or the import upload will fail. 

• Duplicate location information is accepted and will be added to the same customer.

• Blank rows are considered empty and skipped by the importer. 

• It is possible to successfully upload 0 rows of information, as long as all required columns are present, the importer will still “succeed”.