Customers

Create and manage customers, send batch emails, create and send presentations.

Importing Customers

Before importing customers we recommend you uset our import template with your customer data.

1. From the Customers section select the arrow next to New Customer.

2. Select Import CSV.

3. Upload your CSV file or use our customer import template.

4. Map each Field to fields in your upload list.

5. Uncheck Send Registration if you don’t wan’t to send a registration email to your customers.

6. Select a Store if you would like to assign one.

7. Select an Account Manager if you would like to assign one.

8. Select an Sales Administrator if you would like to assign one.

9. Select an Source User if you would like to assign one.

10. Check Update existing contacts if you would like to also update existing contacts. If uncheck existing contacts won’t be updated.

11. Select Submit.

Exporting Customers

1. From the Customers list select the necessary filters to show the customer you would like to export. Typically a store.

2. Select CSV and choose an export option.

   1. Export All Customers - Export all customers based on selected filters.

   2. Export Selected Customers - Export customers selected with a checkbox.

3. Upload your CSV file or use our customer import template.