At Eunomart, we're committed to simplifying the management of your business. With this in mind, we're delighted to introduce a valuable new feature: data import.
This feature allows you to easily import your customers from an Excel file, saving you precious time.
Access the import function
To access the data import function, you have two options:
Via the “My customers” tab:
Click on “My customers” in the navigation bar.
Select the “Import my customers” button at the top right of the page.
Via the settings :
Click on your profile photo at top left to access your settings.
Select “Import & Download”.
Then click on “Import data”.
Importing your customers: steps to follow
Once on the import page, you'll find a video tutorial and text instructions to guide you. Here's a summary of the steps you need to follow to import your customers efficiently:
Download and open the blank template.
Complete the file with your customer list. Note that the “Name” column is mandatory, the other columns are optional.
Check that the column headings in your file match those in the template (do not modify the headings).
Make sure all information is correct and complete.
Import your file in .xlsx format.
To make this process even easier, you can get in touch with your business software publisher. Some of them are able to provide you directly with the document to be uploaded to Eunomart.
We hope this feature will help you manage your customers more efficiently and save you time.
Please do not hesitate to contact us if you have any questions or require further assistance. We're here to help!