Import Customer Contacts
We can import customers from a CSV list. Some of our clients have up to 50 contacts as well. It would be very nice to be able to import a list of contacts to a customer account instead of have to manually type each on in and "save" each individual piece of information.
This has been done for a couple months, there is an import link in the module header on the customer detail page.
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J.R commented
The video and instructions does not go into full detail about the CVS import. I have followed your "Complete CVS" and have even imported the example. The details that are provided in the example "Complete CVS" are not showing when imported. I am trying to import my customers with the credit_balance and I am unsucessful, it is telling me I have to manually import every customer's purchase. Can someone help?
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glenn commented
Thanks Troy. That does help although importing them one business at a time will take awhile.
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glenn commented
no way to import related contacts? ugh
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Tim Meredith commented
I agree. We just started trying Repairshopr out. We have 150 + business customers with up to 15 contacts. Entering them manually is going to be very hard.
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Ralph commented
This gets my vote to. This should apply to exporting customers and their related contacts as well for mass maintenance purposes. You can't really have the one without the other.