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Importing customers
Emma avatar
Written by Emma
Updated over a week ago

Hi there everyone, and welcome to Built Financial Technologies. Thank you for joining me for today's session. For today's lesson, we'll be learning on how to import customers.

So you select income from the dashboard menu and then you select customers. Click on import, and this pops up. So before you upload the file or your customer list, you need to download a sample file.

So this file is in an Excel format where you populate it with your customer details that is with their name, their phone number, their email address, and then their home address. In uploading, you can either choose a category that is if you have categorized your customers and if not, you can just select uncategorized. You select the file from your files or your downloads, and then you upload the file.

This brings us to the end of today's lesson. Thank you for joining us and goodbye.

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