This video will demo how to import customer profiles into the CRM using a .csv file.

Account Imports

Under the CRM > CUSTOMERS > ADD CUSTOMERS is the import customers area. On that page is the file example. You would use this file to import customers (example attached). Do not modify the file structure, add any additional headers or items,  or re-arrange any headers. 

Ensure there are no commas, linebreaks, or double quotes in your file or cell values. The data structure must exactly match the format of the file. 

If an account is already in the system, that account would be ignored.