Import customers into CRM software from a spreadsheet
When you only have 5 customers or 50 customers, a Spreadsheet might be enough. You can probably see who hasn't paid their Invoice and who you need to call today. When a Customer calls you, it's not too difficult to find their details from the list.
But what about when you have 100 Customers... or 500 ?
There comes a time when you need to Upgrade from a Spreadsheet to a CRM Software Package.
Watch the video below to see how easy it is to Import Customer Details from a Spreadsheet into Amphis Customer CRM Software.
You can import from Excel .xls files or Comma Separated .csv files. You can specify which spreadsheet column to use for each database field. You can even map additional spreadsheet columns to Custom fields in Amphis Customer CRM Software.
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How to Import Customers into CRM Software from a Spreadsheet
Select the Customer->Import Customers From Spreadsheet menu and follow the instructions.
It doesn't matter what column names you have used in the Customer Spreadsheet, you can select which Customer Spreadsheet columns map to the CRM Database fields. You can also map any additional columns in your spreadsheet to Custom fields in Amphis Customer CRM Software so that they appear on the Custom tab.
You don't need to have all the columns in the spreadsheet, you just need a company name or last or first name to identify the customer.
