Adding Customers
You can add customers one at a time or bulk import via CSV.Adding a Single Customer
- Navigate to the Customers page
- Click Add Customer
- Enter the customer name
- Click Create
Bulk Import via CSV
For faster onboarding, import multiple customers at once:- Go to Customers page
- Click Import CSV
- Upload your CSV file
CSV Format
Your CSV should have a header row. The system recognizes:nameorcustomer_name- The customer’s business name
Import Features
- Duplicate Detection - Warns you if customers already exist
- Preview Mode - Review all customers before importing
- Validation - Checks for missing or invalid data
- Detailed Results - Shows success/failure for each row
Handling Duplicates
During import, the system checks for:- Exact name matches with existing customers
- Duplicate entries within your CSV file