- Navigate to Settings > Admin > Import Customers to access the import tool.
- Create an Excel or Tab delimited file containing all your customers with the following columns. You can save your Excel file as a Tab delimited file.
*Please include header names. You must also include all 14 columns even if they are blank. 1. CustomerName 2. Address1 3. Address2 4. City 5. State 6. Zip 7. CountryCode 8. PrimaryPhone 9. SecondaryPhone 10. Fax 11. Email 12. ContactFirstName 13. ContactLastName 14. Notes
- Once you are done, upload the tab delimited or comma delimited file.
- Click Next
- If there are no errors, click Import
- That’s it!
Importing your customers into MHelpdesk for the first time is simple. If you are importing from QuickBooks, please see Importing QuickBooks Data. Otherwise, all you need is a Tab Delimited file (saved as .TXT) or a Comma Delimited file.