How to import your customer lists?

1 week ago
help_content
1 minute

To import your customer lists to your Hsabati account, please follow these steps:

  1. Click on the + button (top left).
  2. Click on File Import.
  3. Click on the Choose a Template button. From the dropdown menu, select Customers.
  4. Click on You can import a CSV file to import your customer list. It must be in CSV format.
  5. A new window will open. Match each detail from your list to a Hsabati field.Tip: If an error message appears, check and uncheck a box.
  6. Click Next to continue.
  7. Click Import. When asked “Are you sure you want to import this data?”, click Yes.
  8. If you’ve correctly filled in the data for your list and matched them to their respective fields, the message “Import successful” will appear at the top of the screen. Click Close.