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Importing Customers

Follow these steps to import your Customers:

1. Select the Customers folder.

2. Click the Import drop down menu.

  

 

3. Click Download Sample File to serve as a reference for the CSV that you will upload. 

4. Click Import from CSV File to bring up the product import dialog. 

Explanation of the fields in the Customer Import CSV File:

* The only fields NOT required to have a value are Organization and Address2. All other fields require a value or the customer record will not be imported.

Full Name 

The Customers First and Last Name are required

Email

An email address is required as this is the unique identifier of the customer in SupportSync. If you know the customers email address, use a placeholder such as john.doe@noemail.com.  

Phone

A phone number is required. USA numbers require 10 digits.

Organization

This is typically a company name or place of business. This is not a required field for a customer import.

Address1

The street name and number are required.

Address2

If there are suite #'s of PO box #'s they go here. This is not a required field.

City

The City is a required field.

State

The State is a required field.

Zip

The zip code or postal code is a required field.

Country

The Country is a required field.

 

 

 

 

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