Documentation

How do you import customer with several phone numbers?

Author: Dominika Stelmach

Created: 2018-03-05. Updated: 2018-03-13.

If you want to import a customer who has several phone numbers to the CRM then while creating the CSV file you should enter each of these numbers in a separate column (for example: number 1, number 2...).

After attaching the CSV file you should match the column headers from the file to the headers in the base (data mapping process). In the columns in which the phone numbers are entered, the "Phone number" have to be selected as the file headers.

After importing the file correctly all phone numbers will be visible on the client's card - after clicking the number you will be able to make a call. However, only one phone number (the main one) will appear on the customer list.