Import customers from a spreadsheet
Bringing customers over from another system no longer means typing them in one at a time. Drop in a CSV or Excel file and the importer shows you a preview of how each spreadsheet column lines up with a customer field, so you can fix any mismatch before committing.
Duplicates are caught automatically
The system checks your existing customer list and matches likely duplicates on its own, so importing the same file twice — or a list that overlaps with customers you already have — won't leave you with repeat records. Nothing is written to your database until you've confirmed the preview looks right.