Articles on: Upload/Import Files

Import Customer

Customer details can be imported.

First Name: First name of the customer.

Last Name: Last name of the customer.

Email: Valid email id of the respective customer.

Date Of Birth: DOB of the customer.

Gender: Gender of the customer.

Phone Number: Valid phone number of the customer.

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

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

Address: Residence address of the customer.

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

Company Name: Company details of the customer.

Credit Limit: Maximum credit limit of the customer.

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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