How to bulk import existing customers.
How to bulk import existing customers.
Written by Kore Admin Official
24 May 2022, 14:22
Easily bulk import existing customers to your project management and crm account.
Customers | Bulk Import
To import customers in bulk:
- Go to the 'Customers' Tab
- Click the 'Add Customer' tab
- Go to the 'Microsoft Excel' export file and click on it
- Once downloaded, fill in the rows and columns with your customer data
- Select 'Import'
- Drag and drop the file or upload it from your computer