Vital CRM
How do I import customer data from an Excel file?

1. Go to the [Customer] tab, click [ Import Function] on the upper right, then select [Customer Import]. 


2. Under the [Excel] tab, upload the file by clicking the [select a file] button, and click [import].
※Note: Please use Excel to organize your customer files before importing. If the file is larger than 5GB, then the loading time will be longer.


3. If you do not know how to organize your customer data, click [Get Template] in the template field.


 

[customer > import function > customer import > select a file > import]
https://faq.vitalyun.com/EN/CRM#3832
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