Import Customers

• To import customers, first click on the ADMIN ICON  on the top RIGHT of the screen.
  
• Click on the TOOLS button on the top LEFT of the screen. 

• Select SYSTEM SET UP from the TOOLS drop down menu. 

• Select the CUSTOMERS tab from the LEFT side of the system set up window. 
• Select IMPORT CUSTOMERS button from the customers tab.

• First, download the Excel file. Click DOWNLOAD THE CUSTOMER TEMPLATE. The file will download to your computer. If you have Microsoft Excel on your computer, it will automatically open the file.

• The file shows on the first row a sample of what needs to be in each cell. Add your customers info, name, address, phone, email, etc.  
• Once all your customers are added to spreadsheet, Fill out as much as you can.  Then save the file onto your desktop.    

• Once you have made the updates on the Excel file and saved it on your desktop, select how you will import the file.  You have 2 options:
  1. Add customers to the database without deleting or updating customers you may already have added in the database.  
  2. Update customers - updating existing customers only.

• Once you have selected the button then you should drag the Excel file to where it says DRAG FILE HERE.
• IRIS will check the file and if it is correct you will see FILE IS READY TO IMPORT.
• When complete, click IMPORT.