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.

Training Courses:

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