Articles on: Upload/Import Files

Import Customer

Import Customer


Customer details can be imported.


  1. First Name: First name of the customer.


  1. Last Name: Last name of the customer.


  1. Email: Valid email id of the respective customer.


  1. Date Of Birth: DOB of the customer.


  1. Gender: Gender of the customer.


  1. Phone Number: Valid phone number of the customer.


  1. Group: Enter the respective group under which you want the customer to be categorized.


  1. Code: Unique code for the customer using which you can filter easily at the time of sale.


  1. Address: Residence address of the customer.


  1. TRN: Tax Registration Number of the customer if they belong to any company.


  1. Company Name: Company details of the customer.


  1. Credit Limit: Maximum credit limit of the customer.


  1. Opening Credit Balance: If he/she already owes some amount of money. This amount is recorded here as opening credit balance.


Note: Columns names marked with RED colour in Download Sample XL sheet are mandatory fields.


Updated on: 17/12/2021

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