Business Center Support

How can I add a new Customer?

You can add a new customer in one of the following ways:

  1. Navigate to Contacts, click on Add Contact.

  2. Click on Add manually.

  3. Provide the necessary information under the Customer tab.

  4. Click on Add.

  5. If everything is done correctly, your customer will be added and you will see a success toast.

  1. Navigate to Contacts, click on Add Contact.

  2. Click on Bulk upload.

  3. Click on Select document and find the CSV file to upload. If you require our CSV template, click on Download sample csv.

  4. Select the file to upload from the file dialog that appears.

  5. If the file imports successfully, you'll get a success toast message and see your customer(s) populated in the table.

Sync with your accounting software; Business Center will automatically fetch all your customers from your accounting software.