How to Import Customers
Explain how you can upload a large number of customers from a database into the Sophie CRM using a CSV file.
Step 1: Navigate to the Customers Tab
- To begin, go to the customers tab.
Step 2: Access the "Import Customers" Option
- In the top right corner of the screen, next to the search bar and the "add new customer" button, you will see a button labeled Import Customers.
- Click on this button.
Step 3: Download Template for Importing Customers
- Download the template file - choose either CSV template or Excel template file
- Use this template file to add your customer details including:
- Firstname
- LastName
- Suburb
- Address
- Phone
- Business Name
- tags
Step 4: Upload Your CSV File
- If you have already downloaded the CSV file of your customers from your other database, you can drag and drop it into the provided box.
Step 5: Use the Sophie CSV Template
- To ensure the customers are synced and uploaded correctly, you must follow the Sophie CSV template.
- You can find examples of both a CSV template and an Excel template below the upload box.
- Important: Ensure that the phone numbers added under the phone number column are in the international format, starting with 61 followed by a 9-digit phone number.
- Important: If the suburb information is not available, enter XXX in the suburb column.