Add multiple customers to your CRM using a CSV import

  •  Click the customers tab 
  •  Under the search facility on the right, click import customers from CSV 
  •  Download the CSV file for an example of the format required 
  • Format your customer data into the format required
  • Click choose file
  • Select the relevant file
  • Click Import.

The customer data in your CSV will now appear in your CRM.

All customers imported by CSV are opted-out of marketing. You can opt them in by editing the customer record and unchecking the unsubscribed box. 

How to export all of your customers

  •  Click the customers tab 
  •  Under the search facility on the right, click export customers as CSV 

Your customer records will be downloaded in a CSV file.

How to send the details of a new customer to your other tools

With Appointedd's webhooks integration, you can use Zapier to automatically send the details of a new customer to your other tools, e.g. MailChimp, Trust Pilot and Google Docs. For example, you can create a new line in a Google Sheet for every new customer created. Check out this support guide on how to use Zapier to link Appointedd with your other tools.

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