What Format Should the Customer File Be In?

[Aleena]

I prepared my customer data in Excel. What file format does EalSuite support for import?

[Ayisha]

EalSuite requires the file to be uploaded in CSV format.

[Anu]

You’ll need to save or export your Excel sheet as a CSV before uploading.

[Maya]

Are all fields required while importing customers?

[Anand]

No, but Customer Name is mandatory.

[Maya]

So import will fail if Customer Name is missing?

[Anand]

Yes, import will fail