Importing Customers via csv

If your customers are stored on your computer, or you have access to download them to your computer then you can simply import them to mHelpDesk! This saves you tons of time from having to input each customer manually. Guidelines and steps are listed below! 

Before you import, please make sure:
Your file is an an Excel or Tab delimited file containing all your customers with the following columns. You can save your Excel file as a Tab delimited file.
*Please include header names.  You must also include all columns even if they are blank.*

1. CustomerName
2. Address1
3. Address2
4. City
5. State
6. Zip
7. CountryCode
8. PrimaryPhone
9. SecondaryPhone
10. Fax
11. Email
12. ContactFirstName
13. ContactLastName
14. Note 
15. CustomerType 
16. Source

    
  

Steps to Import:
1. Navigate to Settings 
2. Customer Import
3. 'Select' to upload the tab delimited or comma delimited file.
4. Next
5. Import



Please note that there is an import limit of 3,000 customer per CSV file.




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