Bulk Import
On the customer list page, tap 
then Download CSV template to download the customer template.
Within the template, 2 sample rows of data have been provided; these can be deleted.
Input customer data ensuring there are no duplicate email addresses. The CSV file must remain as a CSV file when saving.
Tap 
then Import to import the customers. The import will fail if there are duplicate email addresses or errors in the CSV. A list of reasons why the template failed to import will be displayed with the option to retry once the errors are rectified.
đ Tip - Ensure spreadsheet column formatting remains as text. Watch out for this in Excel.
Export and edit customers
Tap 
then Export to export the current customer list view. Only the current filtered view will be exported.
From here you can edit the following customer information then reimport.
Row Type : Customer
First Name
Last Name
Company
Email
Phone
Mobile
Marketing - Y/N
Group - Add/remove a pre-existing customer group
Date of Birth
Loyalty Enabled - Y/N
Job Title
Website
Notes
Credit Limit
Invoice Country Code
Account Number
Company Reg No
Company Tax No
EORI Number
Price List - Assign a pre-exiting price list
Delete
Row Type : Address
Address Line 1
Address Line 2
Town
County
Postcode
Country
Latitude
Longitude
The following rows must not be edited
Row Type
Customer ID
Address ID
Address Type
Source
Add a customer
For guidance on manually adding a customer, please refer to the Customers section of the help centre.