Importing Customers

Omnibasis provides tools for you easily import your customer lists from various sources

Import Customers with File Upload
Navigate to omniCustomers \ Customers and select Import from actions menu at the top right. Select a file to import. You can easily import customers by ...
Sat, 6 Jun, 2020 at 10:26 AM
QuickBooks Customer List Integration
If you use QuickBooks, you can canually create an Excel spreadsheet of customers to export out of QuickBooks and import into Omnibasis. If you manage yo...
Wed, 25 Mar, 2020 at 9:35 AM
Import Addresses for a Customer with File Upload
You can easily import customers addresses by uploading a file. We provide you with templates that are attached. Note: make sure your role has Import rig...
Tue, 14 Jan, 2020 at 11:25 AM
How to separate First and Last Names in an Excel Spreadsheet
Based on your Import needs your might need to create separate columns for your contacts' first and last names in an excel spreadsheet before importing ...
Wed, 25 Mar, 2020 at 9:56 AM