Import your customers from a spreadsheet
Already have your customers in Excel, Google Sheets or an old system? Upload them in one go instead of typing them in.
A spreadsheet saved as a CSV file.
Get your spreadsheet ready
The first row must be a header row with these column names:
name(required: every row needs one)emailphonecompany
In Excel, choose File → Save As and pick CSV. In Google Sheets, choose File → Download → Comma-separated values (.csv).
Upload it
Click Customers in the left-hand menu.
Press Upload.
In the Upload contacts box, choose your CSV file.
Press Upload.
TradeCRM tells you how many contacts it imported, and how many rows it skipped because they were missing a name or were otherwise invalid.
Only upload people who are happy to be contacted by you. If someone later asks you to stop emailing them, TradeCRM remembers and leaves them alone.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.