Can I import my Clients?

Customers can be imported easily and conveniently using an Excel template.

With the data import, customer data can be imported into envivo using an Excel file.

Via the settings you get to the menu item "Data import".

Here you can select the "New import" option.

Select the previously created customer list (Excel file) under the "Select file" button and start the data import with "Start data import".

Please note that the Excel file requires a certain predefined format. This will be made available to you.

Watch the video about importing customers here (in german):