HomeUsing OrangescrumUsersHow Can I Import Customers?

How Can I Import Customers?

  1. Log in to your OrangeScrum account using your credentials.
  2. Click on your profile photo located in the top right corner of your account.
  3. From the dropdown menu, select “Project Settings” and then choose “Import & Export.”
  4. Within the “Import & Export” section, navigate to the “Import Customers” tab (Refer Image-1).
  5. On the right side of the page, download the sample CSV file.
  6. Open the downloaded CSV file and fill in all the necessary customer information.
  7. Once you have filled in the customer details, return to the “Import Customers” tab.
  8. Click on the “Upload” button and select the CSV file you just filled in.
  9. Proceed with the import process by following the on-screen instructions.

 

 

 

 

 

Note: The CSV file you’re uploading should match the format given in the sample file.

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