Import and Export Customers
This topic describes how to import and export customer information.
Export customers
- Log in to Yeastar Central Management, go to .
- To export all the customer information, click Export.
- To export specific customers' information, do as follows:
- Filter customers.
- Click beside a desired column.
- Enter or select a desired value.
- Click Search.The matched customers are displayed.Tip: To clear filter, click again, then click Reset.
- Click Export.
- Filter customers.
The customer information is exported to a .xlsx
file.
Import customers
To bulk add customers, you can follow the instructions below to download a template
file in
.xlsx
format to start with. In this way, you can save time
and effort.Note: We do NOT recommend that you use the exported
file to start with, because existing customers will NOT be overwritten but
DUPLICATED.
- Prerequisites
- Requirements of an imported file:
- Format: XLS, XLSX
- Size: Less than 100 MB
- Procedure
-
- Log in to Yeastar Central Management, go to .
- Click Import.
- Click Download Template File to download a
template file to start with.Important: Read and strictly follow the import instructions that are included in the template file.
- Click Choose a File, select your file, then click Import.
- In the pop-up dialog box, click
Confirm.
The customer list and information are updated.