You can import a list of customers from an external file.
- Go to Toolbox > Contacts.
- Select the “Import” button.
- Drag & drop or browse to select the file you want to import.
- A summary containing the total number of items failed / successfully imported will be displayed.
- Export the report to see the list of items that failed to be imported (optional) and click Continue.
- Review the information you're importing. You'll be able to see a preview of the first 5 items imported.
- Click “Import items”.
- All the contacts imported will be added to the Contacts list.