You can create new Customers or update existing Customer general details from the import of a CSV file.
You must complete the Mandatory Columns
The CSV template file will download onto your computer.
You only need to populate the columns you want to use - you can delete the others.
A few things to note ...
CURRENCY NAME: enter the NAME of the currency as it is in your Zedonk, not the symbol.
For any column where a drop-down list was created in your Zedonk (Category; Territory; Priority), you must enter a valid entry from that list.
If you are not sure what these entries are, check your Customer Settings first.
Drag and Drop your CSV file in the box or Select it using the green button.
Select [Next]
You can also choose to deselect valid columns to be ignored on import.
Select [Next]
Click on the button [Error] or [Valid] on each line, for more details.
Create Error: One line is giving me an error because the <Category> is not part of the list of Categories available in my settings
Update: One line is updating because the Customer Name already exists in my system
You can un-tick the lines with error and exclude them from the import, or go back to your file, amend and repeat the process until you have no errors.
