How To: Bulk Import Customers to TapGoods PRO
Once you have added your Customers’ information to the Customers Bulk Import Template, you are ready to Bulk Import your Customers to TapGoods PRO. When you are ready to upload your Customers, the process is quick and easy! Bulk Importing Customers is done on the Customers page of TapGoods PRO.
To Batch Import Customers to TapGoods PRO, follow the steps listed below.
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Navigate to Customers, under Contacts on the TapGoods PRO dashboard.
- Click on the Ellipses [...].
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Click Import Customer.
- In Import Customer, click Select CSV to Import and select the file from your PC.
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Click Import.
Once you have clicked Import, you will receive a notification that your Import is processing. When importing a large batch of Customers, it is important to note that the import may take time.
Once your Customers have been imported, you will receive a completion alert and they will populate on the Customers page.
It is important to note that each time you Batch Import Customers, you will need to ensure that duplicate Customers have an Email Address attached. If there is no Email Address assigned to the Customer, the Customer will duplicate in Customers.