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How to Import Customers

1

Navigate to [ Resources > Customers ]

2

Click [ + External Customers ]

3

Create and Upload Customer Import File

Here is a . You can use this as a reference when creating your own import file with your customer information.

4

Make Final Configurations in the Footer Panel

5

Save & Finish

Click to add the customers to the portal


References

Once created, upload it by clicking the [ Choose File ] and [ Upload ] buttons
Sample Customer Import File
Customer