🎓
🎓
🎓
🎓
Boomerangme knowledge base
Search
⌃K
Comment on page
🔃

Import / export

Learn how you can import records from Customers section
Boomerangme > Left-Hand Menu > Customers
  1. 1.
    Follow the above-mentioned workflow to land on the Customers screen.
  2. 2.
    Navigate to the Customer Import tile. Here, a .CSV template is maintained by Boomerangme to make the import process hassle-free.
  3. 3.
    To download the import template, click the
    button.
Download Import Template
  1. 4.
    This downloads the template. Open the file and fill in the information as per your requirement.
.CSV File
  1. 5.
    Once filled, save the file at a conveniently accessible place in your system storage.
  2. 6.
    To choose the saved file, click the
    button.
Import
  1. 7.
    This opens the customer base import popup. From here, click the Select File button choose the saved file.
Select File
  1. 8.
    Once the file is selected, click the
    button.
Import
  1. 9.
    This imports the customer profiles in the .CSV file and displays them on the Customers grid.
Customers (CRM) - Previous
Customer profile
Next - Customers (CRM)
Customer filters
Last modified 8mo ago