Export and Import the Customers List

This article explains how to export the Customers list as an Excel file from Qoyod, and how to import a new list of customers in bulk from an Excel file.

Path in Qoyod

Sales › Customers

Export the Customers list

1. Open the Customers list.
2. Click the Export Customers icon.
3. A file containing all customer data is downloaded in Excel format.

Import the Customers list

1. Open the Customers list and click the Import Customers icon.
2. You are taken to the import page. Download the template file in XLSX format from the page.
3. Open the file and fill in the customer data following the columns described in it.
4. Save the file.
5. Return to the import page in Qoyod and upload the file in the import field.
6. The customer data from the file is added to the Customers list in the system.

Notes

• Keeping the column names and original file format is essential for a successful import.
• If a row contains an error, the system shows a message explaining the failure so you can fix it before re-uploading.