Importing customer data information

To import customer data:

1. Select a customer.
2. Select Import Customers from the gear icon.

    

   

    

3. Choose the appropriate file.

    

   

    

4. Click Import.
5. The following confirmation message displays: "You are about to update X Customer(s). Do you want to continue?"
6. Click OK.
7. The following confirmation message displays: "Updates were successfully applied to all Customers."
8. Click OK.

For additional instructions, see Exporting customer data to an Excel file