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There are two reasons why you must import your customers from the Import Menu. One is if you have your own import file with all of your customer information already in it and two, if you are importing custom fields. The main difference is if you chose this option, you'll be able to map the fields and save the mapping for future use.
1. Go to Import and choose Import Customers.
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3. The Data Mapping screen appears for you to map the fields that or double check if fields are not mapped automaticallycorrectly and adjust if needed.
A. Choose Yes if your data has headers otherwise, choose No.
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C. Once you're happy with the mapping and everything looks correct, click Import to proceed.
Note: You also have the option to save the mapping and that's helpful if you anticipate to import using the same import file format in the future.
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In the following example, all fields are mapped correctly so no adjustments are needed and to proceed, we just need to click Import.
The expected result is five sites added under Customer ABC just like what is shown in the image below.
