cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

How can I create custom fields when I am importing customer data?

 
1 Comment
Moderator

Re: How can I create custom fields when I am importing customer data?

Hello woodygvr,

 

Adding custom fields in the customers' profile is one of our top product feature requests. This way, it would be possible to import and map the customers' data with custom fields from Excel. 

 

We've already been sending feedback about this. Rest assured I'll send yours as well. Also, our Product Developers Team are working on adding it in our future releases. 


On the other hand, you can manually edit each customer info instead:

  1. Go to Sales.
  2. In the Customers tab, select a customer.
  3. Click on the Edit button.
  4. In the Notes or Additional Info tab, enter the details.
  5. Click on Save

If you've got more questions, please let us know. We are here to help. 

Need to get in touch?

Contact us