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There are two ways to import Customers in Ascora and one of them .

Option 1 is done by accessing Customers menu then select Import/Export → Import.

Note: When you choose to import this way, it is important to use the standard Ascora Import Template which you can also download from the same screen by clicking Download Import Template.


Another way to import Customers is Option 2 is done by going to the Import menu and you Import→ Import Customers.

Note: You only need to choose this option if you are using a different import file format or if you 're import file has need to import some custom fields.  


Importing from Customers Menu

1. Go to Customers → Import/Export→ Download Import Template.

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3. Once your customer import file is complete, save the file and go back to Customers→ Import/Export → but this time, click on Import.

4. The following pop up box appears confirming that import is successful and depending on the amount of data from the import template, it could take a few seconds or a few minutes for the data to appear.

Click OK to proceed.

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Importing Sites

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4. After importing site details, you can go to Customers tab and display the details and navigate to Sites tab.

In this example, Customer ABC has now five sites added as we've imported earlier.

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