Integration setup for file import

How do I set up my account to import files containing customer and employee data?

Set up that you want to import your customers and employees using Excel files:

• Set up file import of customer data

• Set up file import of employee data

 

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Set up file import of customer data

	In the menu, go to Settings > Integrations
	Then click on the Customers button
	Click the dropdown button to select File import
	Click on Save to finish
	You have now set up the integration with file import and you can now synchronize customers
	You can see that the integration is set up for files on the validating icon

You can now start preparing your customer data for import:

Set up customer data for file import

Or you can start importing and synchronizing your customer data:

Customer synchronization

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Set up file import of employee data

	In the menu, go to Settings > Integrations
	Then click the Employees button
	Click the dropdown button to select File import
	Click on Save to finish
	You have now set up the integration with file import and you can now synchronize employees
	You can see that the integration is set up for files on the validating icon

You can now start preparing your employee data for import:

Set up employee data for file import

Or you can start importing and synchronizing your employee data:

Employee synchronization