Welcome to the Zero BS CRM CSV Importer Extension documentation. The CSV Importer is part of the ZBS Data tool kit, and with it installed you can import customers from a CSV file straight into your Zero BS CRM.
CSV Importer takes a CSV file and works through each line, adding each as a customer into your ZBS CRM.
It’s a great way to get your customer data into ZBS from an external source, (where we haven’t got a fancy sync plugin already setup for that source – like PayPal or WooCommerce.) If you grab CSV Importer PRO, you’ll also get a handful more features!
To get started with the CSV Importer you’ll need:
- A CSV file full of customers to import (you can use our demo file to get started, download it here)
- The CSV Importer extension and ZBS CRM installed.
- 5 minutes of your time.
Next check out the 1 setting for CSV Importer, and the guide on how to get your customer data imported in 5 minutes!