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

  • Format your customer data into the format required (see an example CSV file format) 

  • 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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