How to add customers and import a customer list

Add one customer

Step 1: Open Add Customer

From the Dashboard open Customers & Invoicing. On Customer Profiles, press Add Customer.

Step 2: Fill in their details

Choose Individual or Business, then enter the First Name and Last Name (or business name), Email Address and Phone Number. Leave Customer Number blank and one is made for you. You can add a photo, a second number and extra emails for invoices.

Step 3: Account details and save

Further down, set a Credit Limit if the customer can buy on account, add their birthday, a follow-up date, a Customer Group and how they heard about you. Press Add Customer.

The customer is added to your list and can be picked at the POS, on invoices and on quotes.

Import a customer list

Step 1: Open Import Customers

Press Import Customers. Choose Add new customers (rows with an email or phone you already have are skipped) or Update existing customers (rows are matched by email, then phone, then full name, and only the columns you filled in change).

Step 2: Download and fill the template

Press Download Template and fill in one row per customer.

You need a First Name or Last Name; everything else is optional - Email, Phone, Address, Credit Limit, Customer Group (created if it does not exist) and Birthday (for example 1990-04-15).

Step 3: Upload it

Press Select Excel File and choose your file (Excel or CSV). ChecKmate imports the rows and tells you about any it could not import.

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