Ø Open
Import Page
- Go
to Admin Panel
- Click
Contacts → Import Contacts
- The
Import Contacts page will open
Ø Upload
File
- Click
Choose File
- Select
the file
File name must be: import_contacts_template.xls - Ensure
the file format is correct
Ø Prepare
File (Important)
Open the Excel file
- Type (Required) → 1 = Customer, 2 = Supplier
- Customer Name
(Required)
- Company Name
(Required)
- Mobile (Required)
Ø Import
File
- After
selecting the file
- Click
Upload / Import button
- System
will process the file