How to add new customers in bulk

Modified on Thu, 24 Apr at 8:31 AM

1. Click on the Settings button. 




2. Click on Imports on the left-hand side.




3. Click on Import customers.




4. Download the import template.



5. Complete the downloaded customer spreadsheet with required data. If you leave the Code column empty, Skynamo will automatically assign customer codes starting with HB_ to your customers. Alternatively, you can choose your own customer codes, but they have to be unique.


6. Once your template has been completed, navigate back to Skynamo. Click on Browse and select your newly completed template.




7. Click on File Select.




6. Check in columns align then click on import customers.




6. You will Import a successful message when the customer import has completed.
















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