You can easily import your customers into Pay Advantage from a CSV text file.
If you have your customer list stored in an excel spreadsheet simply use the “Save as” feature in Excel and select CSV (Comma Separated Values) format.
A sample CSV file is attached at the end of this article.
- Go to the Customers dropdown menu and click Import File.
- Select your file once saved as a CSV file and click next.
- You will then see a listing of your customers and you can map the fields within your CSV file to the relevant Pay Advantage Customer fields.
- A preview of the import will be shown and you can select which customers you wish to import. If any conflicts or duplicates are identified these will be highlighted.
- You can now click the next to finish the import.