Importing your Customers

Importing Customers

This help sheet will walk through how to import customers into your system.

1. In the AIM Tech Suite click on the 'Contacts' option on the left side menu, then click 'Import my Customers'.

Import My Customers

2. Here you can choose to download a template to add your customers, which comes in a spreadsheet format. Once your import sheet is filled in and ready, click Select File to choose from your computer then Upload.

Template Downloads

3. Make sure the CSV fields match up with the DB fields and click continue.
ImportingCustomers screenshot4

4. You can check off which contacts you would like to upload and then Import selected.
ImportingCustomers screenshot5

5. Once the import has been completed you will receive a success message that says your entries have imported successfully.
ImportingCustomers screenshot6

Last updated: June 12, 2020

Can't Find The Answer You Need?

We are here to help you every step of the way. Why not contact our team?

Contact Us

Required

Required (if you are not affiliated with a company, write N/A)

Please include a valid phone number.

Please include a valid email address.

Please write a subject for your message.

Please leave a message.

Invalid Input

AIM Logo Black © 2020 AIM Smarter, Limited. All Rights Reserved. Company Reg No. 05225734 aimsmarter.co.uk

AIM Smarter, LLC
7th Floor, 32 Eyre St
Sheffield City Centre

Sheffield
S1 4QZ