I have a large customer base in Excel and would like to import the data into Manager as opposed to adding each one manually. Can this be done?
Thanks in advance
Grant
I have a large customer base in Excel and would like to import the data into Manager as opposed to adding each one manually. Can this be done?
Thanks in advance
Grant
Yes, click on the Customers tab and use the Batch functions
You may want to create a Customer with full details first and export it so to get a template of the file structure