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  • Importing your Customers into VISION

How to import a spreadsheet of customers into your VISION system:

Step 1: First log into your VISION system.

 

Step 2: Go to the Contacts tab and click on 'Import my Customers / Import Leads'

 

Step 3: You will see the below screen. You can download example import templates using the top three links.
Once you have created your import spreadsheet,  click "Select File" to access your computer, then upload it using the 'Upload' button.

 

 

 Step 4: Once you have your spreadsheet, the 'Upload' button.

 

 

 Step 5: Once you have your spreadsheet, the 'Upload' button.

 

 

Step 6: Match the correct spreadsheet fields to the coresponding category dropdown, then click continue.

 

 

Step 7: Select each customer/vendor you want to upload, then select 'Import Selected'.