Caction

Main menu

Version 1.0
Created: 19 June 2024
Updated: 19 June 2024

How do I Import New Customer(s)?

  1. At the desktop site’s navigation bar, go to Import > Customer Import.
    Import Customer(s) Here: https://system.caction.com/customerimport

    Import Customer Step 1

    *Note: You must have access to Import menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. Click “DOWNLOAD EXCEL TEMPLATE”.

    Import Customer Step 2

  3. Fill out the details of the new customers. Available column fields may differ depending on your company’s system setup.
    a. The details include:
    • Customer Name
    • Company Name
    • Phone
    • Email
    • Address
    • Assign
    • View
    • Category
    • Status
    • Depart assign
    • Depart view
    • State
    • Inquiry Date
    • Credit Balance

    *Note: Please include + and the international code for the phone number’s country followed by the phone number itself. Eg: +60122780122; +60358805110.

    Import Customer Step 3

  4. Make sure all the information of the customers is correct and save the file.

    Import Customer Step 4

  5. Go back to the customer import page and choose the correct file by clicking “Choose File” to import.

    Import Customer Step 5

  6. Make sure the file uploaded is correct.

    Import Customer Step 6

  7. Click on the “SUBMIT” button.

    Import Customer Step 7

  8. Your items are successfully added when the “Records Added” prompt appears.

    Import Customer Step 8




Related Articles