Module 3 Overview

Now It's Time to Import Your Customers into Zoey! This module will teach you the fundamentals of Zoey Customers and Accounts, and help you to convert your Customer data into the Zoey Import CSV Format.

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.


A checklist is available to help guide your progress.

Click here to download the Module 3: Accounts/Customers Checklist


Find the CRM Accounts Import Template here.

Table of Contents

Please read all the below pages as you're preparing your Customer data for import into Zoey.