Community User

How do I upload Customers?

0

15 March 2022

1. Click tab on 'Customers' page

2. Click on 'upload' to open Customers upload modal

Customer - Upload.png

3. Select cluster & sub-cluster to add Customers list to (if applicable)

4. Click on Browse to select your Excel

5. Select Customers upload template for upload

*Depending on the size of data; it might take a couple of minutes to fully show the data*

image.png

Video of steps: