How to import customers

Click on Your Profile:

• In the top-right corner of the dashboard, click on your profile or account settings.

  Access Import Tab:

• Within your account settings, locate and click on the "Import and Export" tab.
• Import Customers:

• To import new customer data or update existing records, you can choose to import a CSV (Comma-Separated Values) file.
• Prepare your CSV file with the customer information you want to import.
• Click on the option to "Import Customers" .
• Upload and map your CSV file.

• Ensure that your CSV file follows the required format and includes the necessary fields like customer names, addresses, contact details, etc.

  Complete the Import:

• Review the data mapping and confirm the import.

• The system will process the CSV file, and your customer data will be imported or updated accordingly.

  Finish and Verify:

• Once the import is complete, you may receive a confirmation message.
• Verify that your customer data has been imported correctly.

By following these steps, you can easily import customer data in InvoiceQuick, making it convenient to manage your customer information and keep it up to date.