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Import customers

mneglia22mneglia22 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.

in Account Settings Feature Ideas

Comments

  • BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey there @mneglia22

    Wave Connect

    My personal favorite method is to upload customer data and transactions is WAVE CONNECT.
    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:
    image 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.

  • mneglia22mneglia22 Member Posts: 5

    That's what need.Thanks.

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