How To Import a Customer List

  1. 1. Click on Customers

    Click on Customers

  2. 2. Click on Master

    Click on Master

  3. 3. Click on Import

    Click on Import

  4. 4. Upload the customer CSV file

    Format: https://crm-dev.mpsecure.com/customer/master/import-new-template?type=customer&ext=csv

    Upload the customer CSV file

  5. 5. Select the Customer Key

    The Customer Key serves as the main reference for the upload process and identifies key customer information for the system.

    Select the Customer Key

  6. 6. Select an Action.

    You can choose one of the following options:

    • Create Only: Create new customer profiles only.

    • Update Only: Update existing customer profile information only.

    • Create and Update: Create new profiles and update existing ones simultaneously.

    Select an Action.

  7. 7. Click on Submit

    Click on Submit