Each project in Qondor must have a customer, which is the company, organisation or other your customer contact person represents when contacting you with a request for an event. As you work in Qondor, your customer database will therefore grow. You can choose to manually register customers before you start working with projects, or register each customer manually when new projects are created. If you have a list of all or a selection of your repeating customers, you can easily import these from Excel to Qondor instead of manually registering them.
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HOW TO IMPORT CUSTOMERS (Office admins only)
First, prepare your list for import.
π‘Use this sample Excel file to view how the list should be formatted for a smoother import!
Requirements
All columns in the sample Excel file must be present.
The data must be on the first sheet and the column headers on the first row.
Customer name, Postcode, City and Country are required.
Save the Excel file on your computer with customer data you want to import.
Final steps:
In Qondor, go to Customers -> Import customers
Select Click to choose a file, and import your file
You will get a message "Import successful" if the import has been successful.
If your import fails, you will get a detailed description on why. Simply update your Excel file and try again.