How to upload multiple business customers

1. Select 'Customers' on the left-hand side menu and from the dropdown, select 'Business'.

2. Select 'CREATE MULTIPLE' to add multiple business customers.

3. Click on 'Business Customers' and the CSV file will be downloaded automatically. 

4. Enter all necessary business customer information on the file.

Screenshot 2022-06-20 at 11.42.19

 

4. Return to the Coastr web app and select 'BROWSE' to upload the saved Business Customer file.

5. The business customers have now been uploaded to the platform and can be viewed on the business customers page.