CSV Requirements

Importing a customer into ZBS CRM couldn’t be easier. Especially when using the CSV Importer.

Before we get started, we’ll presume you’ve got the following in order:

  • ZBS CRM installed
  • ZBS CRM Extension “CSV Importer” installed
  • Been through the (one) CSV Importer setting
  • You have a CSV file full of customers you want added to your ZBS

If you’re ready to go, read on. If you’re having any issues with the above, please see our knowledgebase. You might also find our Notes on CSV File Formats documentation useful, (there’s an example CSV file there).

Updated on July 2, 2017

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