Step 1. To import customers list first you need to go onto the Import Customer page. 

There is only one way of reaching it that is from the left menu by clicking on Sales then Import Customer.

Step 2. You should already have your customer list in CSV & Excel file no other file is accepted. Once you are on Import Customer page click on Select Files and select the CSV & Excel file from your local machine.

Step 3. Once the file is selected it will be shown under the Select Files button you just need to click on Attach button to save it to the system.

Step 4. Click the Upload Attach then will given blow the Excel file Data is show.

1.Select Files: Users will click on this button to select CSV & Excel file of customer list.

2.Attach File: Users will click on this button to Attach the CSV & Excel file to the system.

3.Remove File: User will click "Remove File" button then it will removed the Attach file.

4.Upload to Customer: User click "Upload to Customer " button then it will upload the customer file.

5.Customer Name: User click dropdown list and select the customer name.

6.Customer Code: User click dropdown list and select the customer code.

7.Company Name: User click dropdown and select the company name.

8.First Name: User click dropdown and select the first name.

9.Last Name: User click dropdown and select the last name.

10.Street Address: User click dropdown and select the Street Address.

11.City: User click dropdown and select the city name.

12.State: User click dropdown and select the state name.

13.Zip code: User click dropdown and select the Zip Code.

14.Country: User click dropdown and select the country name.

15.Phone: User click dropdown and select the Phone number.

16.Fax: User click dropdown and select the fax number.

17.Ship to Address Name: User click dropdown and select the ship to address name.

18.Ship to First Name: User click dropdown and select the ship to first name.

19.Ship to Last Name: User click dropdown and select the ship to last name.

20.Ship to Street Address: User click dropdown and select the ship to street address.

21.Ship to City: User click dropdown and select the ship to city.

22.Ship to State: User click dropdown and select the ship to state.

23.Ship to Zip Code: User click dropdown and select the ship to zip code.

24.Ship to Country: User click dropdown and select the ship to country.

25.Ship to Phone: User click dropdown and select the ship to phone.

26.Ship to Phone 2: User click dropdown and select the ship to phone 2.

27.Ship to Fax: User click dropdown and select the ship to fax.

28.Ship to Email: User click dropdown and select the ship to email.

29.Contact Person: User click dropdown and select the contact person.

30.Contact Number: User click dropdown and select the contact number.

31.Email: User click dropdown and select the Email.

32.Opening Balance: User click dropdown and select the opening balance.

33.Credit Limit: User click dropdown and select the credit limit.

34.Is Active: User click dropdown and select is active.

35.Customer Type Name: User click dropdown and select customer type name.

36.Payment Method Name: User click dropdown and select payment method name.

37.Payment Term Name: User click dropdown and select the payment term name.

38.Rep Name: User click dropdown and select the rep name.

39.Mobile: User click dropdown and select the mobile number.

40.Annual Revenue: User click dropdown and select annual revenue.

41.Re Sale Number: User click dropdown and select the re sale number.

42.Year Established: User click dropdown and select the year established.

43.Web URL: User click dropdown and select the web url.

44.Twitter: User click dropdown and select the twitter id.

45.Linkedln: User click dropdown and select the linkedln.

46.FaceBook: User click dropdown and select the facebook account.

47.Google Plus: User click dropdown and select the google plus.

48.Parent Name: User click dropdown and select the parent name.