{"id":1305,"date":"2023-08-10T11:26:03","date_gmt":"2023-08-10T11:26:03","guid":{"rendered":"https:\/\/fieldmi.com\/?post_type=knowledgebase&#038;p=1305"},"modified":"2024-01-11T07:00:21","modified_gmt":"2024-01-11T07:00:21","slug":"import-customers-fieldmi","status":"publish","type":"knowledgebase","link":"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/import-customers-fieldmi\/","title":{"rendered":"Import Customers"},"content":{"rendered":"<p><strong>Step 1: <\/strong>Navigate to Dashboard>Customer Management>Customer Master<\/p><figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-63.png\" alt=\"\" class=\"wp-image-1307\" style=\"width:805px;height:453px\" width=\"805\" height=\"453\" srcset=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-63.png 961w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-63-600x338.png 600w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-63-300x169.png 300w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-63-768x432.png 768w\" sizes=\"(max-width: 805px) 100vw, 805px\" \/><\/figure><p><strong>Step 2: <\/strong>Click On Import Button.<\/p><figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-64.png\" alt=\"\" class=\"wp-image-1308\" style=\"width:805px;height:452px\" width=\"805\" height=\"452\" srcset=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-64.png 957w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-64-600x337.png 600w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-64-300x169.png 300w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-64-768x432.png 768w\" sizes=\"(max-width: 805px) 100vw, 805px\" \/><\/figure><p><strong>Step 3<\/strong>: Read All Note And<strong> <\/strong>Select Country And State And Click On Export Button After That Import Template Is Downloaded.<\/p><figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-65.png\" alt=\"\" class=\"wp-image-1309\" style=\"width:810px;height:456px\" width=\"810\" height=\"456\" srcset=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-65.png 965w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-65-600x338.png 600w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-65-300x169.png 300w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-65-768x432.png 768w\" sizes=\"(max-width: 810px) 100vw, 810px\" \/><\/figure><p><strong>Step 4: <\/strong>Fill All The Details And Save The Template.<\/p><figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-66.png\" alt=\"\" class=\"wp-image-1310\" style=\"width:814px;height:458px\" width=\"814\" height=\"458\" srcset=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-66.png 964w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-66-600x337.png 600w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-66-300x169.png 300w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-66-768x432.png 768w\" sizes=\"(max-width: 814px) 100vw, 814px\" \/><\/figure><p><strong>Step 5: <\/strong>Click On Choose File And Select Saved Import Template.<\/p><figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-67.png\" alt=\"\" class=\"wp-image-1311\" style=\"width:817px;height:460px\" width=\"817\" height=\"460\" srcset=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-67.png 981w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-67-600x338.png 600w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-67-300x169.png 300w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-67-768x432.png 768w\" sizes=\"(max-width: 817px) 100vw, 817px\" \/><\/figure><p><strong>Step 6: <\/strong>Click On Import Button.<\/p><figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-68.png\" alt=\"\" class=\"wp-image-1312\" style=\"width:819px;height:460px\" width=\"819\" height=\"460\" srcset=\"https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-68.png 991w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-68-600x337.png 600w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-68-300x169.png 300w, https:\/\/fieldmi.com\/wp-content\/uploads\/2023\/08\/image-68-768x432.png 768w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/><\/figure><p><\/p>","protected":false},"excerpt":{"rendered":"<p>Step 1: Navigate to Dashboard>Customer Management>Customer Master Step 2: Click On Import Button. Step 3: Read All Note And Select Country And State And Click On Export Button After That Import Template<a class=\"moretag\" href=\"https:\/\/fieldmi.com\/how-to-use-guide\/salesmi-user-manual\/customer-configuration\/import-customers-fieldmi\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[10],"class_list":["post-1305","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-customer-configuration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.9 (Yoast SEO v24.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Import Customers Feature - FieldMi Technologies<\/title>\n<meta name=\"description\" content=\"Seamlessly import customers information, ensuring data accuracy and efficiency. 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