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Import customers
mneglia22
Member Posts: 5
Is it possible to include all customer fields in the import template?
That would be useful as it currently does not include Account number, State/Province, Mobile number, etc.
0
mneglia22
Member Posts: 5
Is it possible to include all customer fields in the import template?
That would be useful as it currently does not include Account number, State/Province, Mobile number, etc.
Comments
Hey there @mneglia22
Wave Connect
My personal favorite method is to upload customer data and transactions is WAVE CONNECT.
All you need to do is input the customer information into a template that is generated through the add-on feature in Google sheets and it auto-populates right into your Wave account once you've validated the data.
Wave Connect allows you to upload or download transactional data, invoices, customer lists, etc, into a Google spreadsheet. Your excel files can be easily transferred into a Google Spreadsheet as well. See this image below of what Wave Connect looks like:
That's what need.Thanks.