Coming from another system or a spreadsheet? Import your customers instead of recapturing them.
Step 1: Export your customers from the old system
Export your customer list as a CSV file from your previous software or spreadsheet - names, email addresses, phone numbers and any other details you keep.
Step 2: Run the import
Open the customers import in WolfAdmin (from the Customers page), upload your CSV and follow the screen to line your file's columns up with WolfAdmin's customer fields.
Step 3: Review
Check a few imported customers, then you are ready to invoice. Anything that needs a tweak can be edited on the customer's page.
Also bringing stock across? See importing stock from CSV. If your old system's export format gives you trouble, contact us - we have helped many businesses move over.
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