importing customers from one business to another
Channelk
Member Posts: 2
Hi. I am shutting down one business and moving to a new one. I would like to import all my customers from the old business to the new one. Is this possible and if so how? Any help appreciated.
0
Comments
I would like to thank this community for the excellent support. I hope you all get exactly the same number of responses as I did.
@Channelk,
You cannot export directly from one business to another. However you can import from a CSV file your customers into the new business. You can export your customers from the old business by going to settings/data export. Export all transactions to a CSV. In the zip file you receive, there will be a csv of customers. That should give you a pretty good start.
Sometimes it takes playing around with the software to find features and capabilities. This is something I just learned it can do based on your post.