How do I set up my account to import files containing customer and employee data?

Set up that you want to import your customers and employees using Excel files:

• Set up file import of customer data

• Set up file import of employee data

Set up file import of customer data

In the menu, go to Settings > Integrations

 

Then click on the Customers button

 

Click the dropdown button to select File import

 

Click on Save to finish

 

You have now set up the integration with file import and you can now synchronize customers

 

You can see that the integration is set up for files on the validating icon

 

You can now start preparing your customer data for import:

Set up customer data for file import

Or you can start importing and synchronizing your customer data:

Customer synchronization

Set up file import of employee data

In the menu, go to Settings > Integrations

 

Then click the Employees button

 

Click the dropdown button to select File import

 

Click on Save to finish

 

You have now set up the integration with file import and you can now synchronize employees

 

You can see that the integration is set up for files on the validating icon

 

You can now start preparing your employee data for import:

Set up employee data for file import

Or you can start importing and synchronizing your employee data:

Employee synchronization