...
- Use this file to import new Customer Contacts: Customer Contacts_importer.xls. The fields flagged in Green are mandatory
- Alternatively, you can download the spreadsheet by following the first 3 steps of the previous instructions. Please remember that before uploading the file needs to be saved in Excel format (.xls) first.
- Provide data to the file (make sure it is saved as .xls)
- Go to 'Customers'
- Select a customer you want to upload the contacts for
- Select 'Upload Customer Members'
- Select your file and click on 'Send'
...