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Smart CRM User Guide
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Import customers

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Prepare your spreadsheet

Export your customers from your old system or prepare a CSV or Excel file. Use one row per customer and clear column headings. If you need the expected columns, select Download Template in the upload step. Use a small sample for your first import and keep a copy of the original file.

Import the data

  1. Go to Settings → Import Data and select Customers.
  2. In Upload File, choose your CSV or Excel file.
  3. In Map Fields, match each spreadsheet column to the corresponding CRM field.
  4. In Validate Data, review the results and correct any flagged rows.
  5. In Import Data, run the import and review its summary.

Verify the import

Open CRM → Customers and check a few imported records against the spreadsheet. Check names, email addresses and phone numbers before repeating the process for the rest of the file.