How to bulk import existing customers.

Easily bulk import existing customers to your project management and crm account.

Written by Mydev Management Official
24 May 2022, 14:22

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