Importing Customers Video

Lesson 4: Importing Customers

Customers can be entered into MVP in two ways: manually or by importing a list. To import a list, it has to be a CSV (Comma Separated Values) spreadsheet and you must have the first and last name and the full address. See our required formatting section for more information.

 

 

Check out the written instructions here.

 

Review Lesson 3: Importing Leads

Go to Lesson 5: Create API Workflows

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