This feature will provide user step-by-step instructions for importing customers into the system by attaching a CSV (Comma Separated Values) file. Users can download an Excel sample file, fill in customer details, and then upload it to import the data.
Step 1: Download the Excel Sample File
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Navigate to the "Import Customers" section in the system.
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Look for the option to "Download Sample" file.
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Click on the download link to save the Excel sample file to your computer.
Step 2: Fill in Customer Details
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Open the downloaded Excel sample file using Microsoft Excel.
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Review the column headers to understand the required customer details.
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Fill in the customer details for each column.
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Ensure that the data is accurate and properly formatted to avoid import errors.
Step 3: Save the Excel File
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After filling in all customer details, save the Excel file on your computer.
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Make sure to save the file in the CSV (Comma Separated Values) format.
Step 4: Upload the CSV File
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Return to the "Import Customers" section in the system.
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Look for the option to "Upload CSV File".
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Click on the choose file button and select the CSV file from your computer.
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Once selected, click on the "Import" button to initiate the import process.
Step 5: Review Imported Customers
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After the upload is complete, the system will process the CSV file and import the customers.
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Verify that all customer details are correctly imported and appear as expected in the system.
Step 6: Troubleshooting
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If any errors occur during the import process, the system may provide error messages indicating the issues encountered.
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Review the error messages to identify the problem areas in the CSV file.
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Make necessary corrections to the CSV file and repeat the upload process as needed.