Importing Customer Accounts
Log in the customer dashboard, on the left side panel click on Customers->Accounts. Then download the CSV Template. Once the CSV template is downloaded save it to the destination folder of choice and on opening it.
User shall see data fields such as Account Name, Account Number, Organisation Name etc.
To create a warehouse, navigate to Products->Warehouse. To upload Accounts click on Upload Accounts and select the CSV file. Once uploaded a notification will be shown whether the file was successfully uploaded or not.
For a quick demo, click on the link below –
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