Import/ Manage Customer

Here is a reference video:

1. In order to import or manage a customer, click on the header “ Business & Customers” on the left hand side Menu

2. On clicking Business & Customers, you will get the customer sub-header that you have to click.

3. Clicking on the customer sub-header will take you to the customer page, where you can view the list of current customers. You can also add a customer using the "Add New Customer" option in the top right corner. 

4. You can also import customers from excel.

Below is the excel format from we can import customers at a go through excel

5. When you click on "Add New Customer," you can specify the customer type, company name, contact person details (including setting up WhatsApp notifications), and address information. Clicking the "Customer List" button in the top right corner will return you to the customer listing page.

6. After filling in the details above, complete the sections as shown in the screenshot (with instructions in red). You can also create login credentials and assign a portal to the customer. Once done, save the details or save and send email access to the customer.