Before beginning to import, ensure your file is XLS format not XLSX.
Go into the Sales Module
2. Click into the button right at the bottom called Bulk Import
Click Add Excel File and locate your file and give it a few seconds for the system to load.
3. Enter the first few letters of the customer name such as DAVID JONES and hit enter to lock it in.
You can enter all the appropriate fields such as ATTENTION, TERMS, AGENT etc.
4. Click on the CUSTOMER NAME here such as TEST IMPORT (the name of the excel file)
