Customer Custom Fields

Customer Custom Fields

The methods for using Customer Custom Fields are listed below.

Exporting Customer Custom Fields

1. From the Administration Index, select Customers > Custom Fields
2. Click the Export button on the bottom of the page
3. Click the Run Export button on the bottom of the dialog box

Importing Customer Custom Fields

Ensure that your document is saved as .csv

1. From the Administration Index, select Customers > Custom Fields
2. Click the Import button on the bottom of the page
3. Click the Browse... button in the Data Import dialog box
4. Find your csv file and click Open
5. Click Close on the Import Complete dialog box

Screenshot Tutorial

Exporting Customer Custom Fields

Step: 1: From the Administration Index, select Customers > Custom Fields


Step 2: Click the Export button on the bottom of the page



Step 3: Click the Run Export button on the bottom of the dialog box



Importing Customer Custom Fields


Ensure that your document is saved as .csv
Step 1: From the Administration Index, select Customers > Custom Fields


Step 2: Click the Import button on the bottom of the page



3. Click the [Choose File] button in the Data Import dialog box
 
4. Find your .csv file and click Open
5. Click Close on the Import Complete dialog box


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