Importing & Exporting Customers

Created by Ezra Weinstein, Modified on Tue, 10 Jan 2023 at 03:08 PM by Hannah Harris

Importing Customers

To Import Customers, go to the Customers View and then click the more button ("...") and select Excel Import.

Follow the same procedures outlined for Items.

Exporting Customers

Go to the Customers view and select "Excel Export" from the More Button("...") dropdown menu.

An excel file will be downloaded to your default download location on your desktop. Here is an example of a Customer export.

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