Bulk Customer Import

Import multiple customers at once using a CSV or spreadsheet file. This is ideal for migrating from another system or onboarding many customers quickly.

Preparing Your Import File

Required Columns

| Column | Description | Required |

|--------|-------------|----------|

| name | Customer/company name | Yes |

| email | Primary email address | No |

| phone | Primary phone number | No |

| type | Account type (commercial, residential) | No |

Optional Columns

Import Process

Step 1: Access Bulk Import

Step 2: Upload File

Step 3: Map Columns

Step 4: Preview and Validate

Step 5: Import

Handling Duplicates

Import Tips