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Import and export customers

Bulk-load customers from a file and export your customer list for backup or editing.

Instead of adding customers one by one, you can import a whole list from a file, and export your existing customers whenever you need a copy.

Import customers

  1. Go to Addresses and click Import.
  2. Upload your file and map its columns to Vinosoft's fields.
  3. Review the preview, then run the import.

Vinosoft checks the file as you go and flags possible duplicates so you can decide how to handle them.

The customer import screen showing the column-mapping step.
The customer import screen showing the column-mapping step.

Export customers

  1. In Addresses, click Export to download your customer list.
  2. For more control, open the Export dropdown and choose the extended export, where you can edit the column headers before downloading.

Print master data sheets

To print master data sheets for a range of customers, enter a ZIP from / ZIP to range in the filter bar, then use Master data above the list.

Related: Create a customer.

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