> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/customer.md).

# Customer

A customer is an individual or entity that has a relationship with a business.

### Add Customer <a href="#add-customer" id="add-customer"></a>

In Field sales, you can add customers in 2 ways

1. Add customer individually
2. Import customers

### Add customer individually <a href="#add-customer-individually" id="add-customer-individually"></a>

In **CRM**, select **Field Sales**, and click on **Customers**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/hIBNmipH7G8YKk6aMSZQ/image.png" alt=""><figcaption></figcaption></figure>

In the customer page, click on the **+New** button to add a **New Customer**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/lh7Bhxf3kB5LFSfnpZKi/image.png" alt=""><figcaption></figcaption></figure>

Add all the details and click on **Save**

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/vBJPBz7prQlX1FpbUdlX/image.png" alt=""><figcaption></figcaption></figure>

The newly added **Customer** will be in the first position in the list

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/VdFdeXrNhAgjeHbZToUi/image.png" alt=""><figcaption></figcaption></figure>

### Import customers <a href="#import-customers" id="import-customers"></a>

When you have a huge list of contacts in a spreadsheet and you would like to add them as **Customers** in your system, you can import the file and they will be added as Customers.

On the **Customer** page, click on the **Import** button

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/Qv3O9rNNhE4XH4GCJ19b/image.png" alt=""><figcaption></figcaption></figure>

You can **Download** the **Template** in xlsx format

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/vpJIjZ5KM9hxADpzy944/image.png" alt=""><figcaption></figcaption></figure>

Make Sure you fill up all **Required fields** while importing data

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/GpZuaqaIJzawxirPyXcj/image.png" alt=""><figcaption></figcaption></figure>

Click on **Upload bulk data** to upload your customer list

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/rVsSfVUhPCLWojuuYzz9/image.png" alt=""><figcaption></figcaption></figure>

After uploading Customers in xlsx file format, you can see imported customers in the customer list

<figure><img src="https://content.gitbook.com/content/mK2RCoJJtarg5gUVoIgX/blobs/hBykzRsoOn0h0KLXFkD2/image.png" alt=""><figcaption></figcaption></figure>

Last updated 10 months ago
