Add, import and maintain customers
Bring in contact records with a review step and keep corrections visible.
Approved preview
These instructions are for users with approved preview access. Reading them does not enable a workspace or open public signup. Check each guide for current limits.
Where: Desk, Customers; Import customers; customer details
- Choose Add customer. Enter a name and at least an email or phone number. Relationship begins as Lead and can be changed to Customer.
- For a file, choose Import customers. Use Excel or comma-separated CSV, up to 1 MB and 200 data rows. Excel uses the first worksheet. Format phone columns as text to preserve leading zeros.
- Match the columns and inspect the numbered errors. Correct invalid rows and upload again. Shared contact details are flagged; they do not silently merge people. Confirm only after reviewing the preview.
- Search by name, email or phone and use the relationship filters. Open a record to update contact details. Set Relationship to Inactive to archive it while retaining history.
- Under Keep the context, record a note or call outcome. Enter call time in the labelled India time field. Use Add a correction with a reason when a saved note or call needs correcting; the original remains visible.
Before you continue
Importing creates real workspace records. Start with fictional or permitted data. Retrying the same import preview cannot duplicate a committed batch. After a lost response, inspect its result before preparing another import.
Linking two records for the same person preserves their separate histories and can be reversed. It is not a merge or deletion. Customer records referenced by deals or quotations cannot simply be deleted. Ask your manager about the intended retention scope before promising erasure.