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How to import customer records?
How to import customer records?
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Written by Shahid Ummer
Updated over a week ago

Import customer records

Using the Shipthis CRM, you can import your Customer records directly into the system instead of manual additions.

To import your customer records:

  1. Go to Customer > All Customers.

  2. On the right pane under Add New, click on the Import icon.

  3. Now, click on Choose File to choose the CSV file* from your local device.

  4. Click on Next and click on Import and Validate to complete importing your records into Shipthis.

  5. If you wish to download a sample file to verify the format, click on the Here button.

The CSV you want to import has to be exactly in the required specifications & format. To receive a sample file for the format, feel free to contact the support at [email protected]

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