Create Customer

There are two ways to create customers:

1. Manual entry

2. Excel entry

Manual Entry

During manual customer entry, users may fill in relevant fields, add tags, select import objects, and choose customer groups for proper classification

After the customer information is entered, the user can choose to view the customer profile or continue creating other customers

Excel Import

In addition to manual entry, users can alternatively import customer data via Excel. We provide a downloadable import template to help organize customer information before direct upload

After uploading the file, users can customize the import configuration according to their specific needs

After completing the import setup, the system will display any fields that failed to automatically match along with a preview of the field mapping results, enabling users to manually adjust the field mappings directly within the interface

After completing the field matching, the import task will continue to run in the background automatically, and users can monitor the progress through the "View Task"