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