# Customer

### 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="/files/vNWLEqe69Pee9oHDpNHg" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/dQuokJihDDKRmzueYlqS" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/hSMOgKVRqbx43mmTCB4E" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Ms3hbfmFJbt2HPg8Gvl4" 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="/files/J4IkguyXrTSq5EEnFhyI" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/uNEOXB2xCoRpxMSrA0AP" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/dzcYYNFkRxpKRc7E6D1A" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/FLMpVQ6JtDmw3ypgKpOK" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/VwwKZtFAOJKKtLc6LQQh" alt=""><figcaption></figcaption></figure>

Last updated 10 months ago


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