Import from Excel template
Open the Customers Page by clicking the Customers icon in your left hand panel.
Click "Import" along the top toolbar
And the Import Customers window will appear.
Click "Customer Template" to download the Excel template. Open and edit the template file and fill in the information for your customers.
- The red and green labels at the top of the spreadsheet will explain the various fields.
Once you've completed the spreadsheet, you will need to upload it to Brandboom. Choose the file from your computer and click Import File.
Multiple Shipping Addresses
Importing Additional Shipping Addresses through Excel
If your customer has multiple shipping addresses, pay attention to the "Type" column on the Customer Template.
- Enter "B" under Type to indicate a billing address.
- Enter "S" under Type to indicate a shipping address.You can use Customer Code 2 to identify different shipping addresses for one customer.
- If the Type Column is left blank, customer information in that row will be imported as a Billing & Shipping address.
From the Customers Page, click the Export button in the toolbar and an .XLS file should be downloaded to your computer.
Next click the export button and you should be able to download the data