Step 1: Go to customers.
Select the “customers” option from the dashboard on the left.
Now, click on the drop-down button beside “+ New customer”.
Step 2: Click on “Import”.
Select the “Import” option from the dropdown list.
Step 3: Download the customer template.
A pop-up appears. Here, click on “Download 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.
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.
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.
Congratulations! You have successfully imported customers and customer details in bulk.