Bulk Import Customers from Excel File

You can easily import a list of customers to Qoyod through the following steps.

Steps

1. Access Customer Import

   • Go to Dropdown Menu > Sales > Customers > Import Customer List.

2. Load Template

   • Click on the “1step” option to download the template in XLSX format.

3. Enter Data in the Template

   • Open the file and enter the required customer information.
   • Ensure data is correct according to the specified fields.

4. Upload the Template After Editing

   • Return to the customer import page.
   • Click on Import XLSX File, then select the file from your device and click Import.

Additional Notes

• Make sure all required fields are filled in correctly before importing.
• Only the customer name is the required field; the rest of the data is filled in if available.
• Data must be compatible with the field, for example if it’s an email, an email format must be entered, and so on.

• You cannot add cost centers “additional fields” or additional fields and customer identifiers through the import file. You must add them manually after importing customers or when creating a customer manually.

• If you encounter any error during import, check the data format in the template.
• You can also import customers with Qoyod AI, which matches the columns in your Excel or CSV file to the customer fields and flags duplicate or missing rows before import.

Training Courses:

• Here is a practical explanatory video showing how to import customers