How to Add Customers
You have two options for getting your customers into RoasterTools:
- Bulk import via CSV
- Manually add customers one at a time via the app
Whichever method you choose, the end result is the same: all of your wonderful customers will be accounted for in RT.
Adding customers via CSV importer
- Navigate to your name in the top right corner then Settings > Import & Export.
- From the Import & Export page, select Customers from the menu on the left.
- Select Download CSV. If you currently have no customer inputted, this will download a blank CSV for you to fill out.
- We recommend using Google Sheets to open this CSV for viewing and editing.
- Complete each of the required sections (marked by an *) with each customer on a separate line.
Note: for the import to work you have to fill out the required sections with the (*). Do not change the form layout. Enter the information that is required and any additional information that you have about your customers that matches fields in the form.
- Once complete, return to Settings > Import & Export > Customers. Upload your new CSV file to Upload Changes.
- You will receive a confirmation email detailing whether your upload was successful.
We recommend that you review your customers at the end of the creation process, just to make sure that you didn't make any crucial mistakes!
Adding customers one at a time
- Select the Sales menu
- Select + New Customer
- Complete the form
- Click Create Customer at the bottom of the screen
- Repeat!