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Customer > Leads & Customers

Import Customer Data

Modified on: Wed, 08 Jun , 2022 | 04:35 PM

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Would you prefer to import a list for your Customer Setup? Not a problem. Follow the instructions below on How to import Customer Data Type:

1. From the Customer Status List, click on the Import.
   
2. Click on the Import Data Type dropdown to select which data you would like to import. 
   
   
   
   
3. Click on Download CSV. 
4. Populate the sheet with data you would like to import. 
   
5. Select the file to Upload into FranchiseSoft and Submit. 
6. Data uploaded will populate on your screen.
7. Perform final checks by previewing data prior to importing. Errors will be color coded and must be cleared prior to import. 
8. If no errors, click Submit to finalize import.
9. Repeat Steps 2 through 10 to import Customer Groups, Customer Invoice Status and Lead Source.