Adding Customers and Accounts to Zoey may be done manually in your Zoey Web Admin or imported using CSV files. It's important to first understand Accounts versus Customers, then you'll need to organize your data to match the format of our CSV Import Templates.
Please read all the below pages as you're preparing your Customer data for import into Zoey.
- When do I Import Customers
- What are Accounts & Customers?
- Customer Groups
- Customer Attributes
- Importing Accounts
- Assigning Net Terms to Accounts or Customers
- Assigning Shipping and Payment Methods to Accounts
- Importing Customers
- Linking Sales Reps to Accounts or Customers Optional
Updated 9 months ago