Need help Importing Customer Data?

Need help importing customer data? Here’s a support article that will help you import customer data into the software.

First thing’s first…make sure to watch this video here for a full demonstration:

Secondly, below is a button to download an example spreadsheet that you can use as a starting point to import your customer data. Just fill this sheet in exactly as you see it and then import into your software. Just make sure to delete the example customers we included in the sheet for you.



Taking these steps will get you up and running towards importing your first pieces of customer data. We hope this helps! If you have any additional questions, don’t hesitate to reach out to


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Categories: Frequently Asked Questions,Help and Tutorials