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Getting Started with CSV Importer

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:

  1. A CSV file full of customers to import (you can use our demo file to get started, download it here)
  2. The CSV Importer extension and ZBS CRM installed.
  3. 5 minutes of your time.

OK, ready?

Next check out the 1 setting for CSV Importer, and the guide on how to get your customer data imported in 5 minutes!

Updated on November 6, 2018

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