Import Customers

To begin, please upload an Excel file containing the following sheets and columns:

Sheet NameColumns (* indicates required)
Customers
Name
Warehouses
Customer NameNameCodeNotesPhoneAddress Line 1Address Line 2CityStateZIP Code

Note on updating existing properties: Values must be specified for all rows of the columns provided and blank cells will be treated as empty; updating the corresponding value to be blank. If you want to update only certain properties while leaving others untouched, be sure to exclude the column(s) you want to leave untouched entirely from the uploaded file.

Loading...