Import Customers
In order to Import Customers, you need Batch Operation Permissions described in Granting Batch Operation Permissions.
- Go to Settings > Customer > Management and then click on the “Import Customers from file” button on the right-hand top corner of the window.
- If you haven’t done already, download the template file to use as a basis for your data file to be uploaded.
- Fill in the file according to the shown data types
- Browse to the file and click on the “Upload” button. If you don’t want to occupy next4biz during the intense work hours, you can specify a later execution time for the import to run.