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Import Customers via CSV
Import Customers via CSV

Import Customers

Updated over a week ago

Import contacts in bulk via the following steps:

Download the CSV template by going to Import > New Import > Select Customer 

Fill in the template with customers. The only required field is Name, Address Name, Street, City, State, Zip Code and Country. Don't edit or remove any columns or headers.

Save the file as a Comma Separated Values file type. 

Upload the file.

If you are having an issue importing customers, email the file to support@brahmin-solutions.com with your username and account id. We will upload the customers to your account and let you know when the process is done. We might need 1-2 business days depending on our availability.

Note: Limit each file to no more than 10,000 customers. If you have more than 10K customers, split up the import.

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