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How to bulk upload customers on the web

To bulk upload customers First, select the “customers” option from dashboard on the left. Now, click on the drop-down button beside “+ New..

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to customers.

Select the “customers” option from the dashboard on the left.

go to customers

Now, click on the drop-down button beside “+ New customer”.

click on drop down beside new customer

Step 2: Click on “Import”.

Select the “Import” option from the dropdown list.

select import option

Step 3: Download the customer template.

A pop-up appears. Here, click on “Download customer Template”.

download the customer template

Step 4: Enter the customer details.

Once downloaded, open the Excel sheet, fill in the details of the customers as per the template, and save the Excel sheet.

enter the customer details

Step 5: Upload the customer details.

Now on Swipe, click into the highlighted section to select the Excel data sheet or drag and drop the saved Excel data sheet.

upload the customer details

Step 6: Click on “Confirm”.

A confirmation pop-up will appear with the details of the customers. Review the details and click on the “Confirm” option.

confirm the customer details
click on confirm to upload

Congratulations! You have successfully imported customers and customer details in bulk.

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