Customers
      Back to home
      1. Coastr Help Centre
      2. How to guides
      3. Customers

      How to upload multiple individual customers

      1. Select 'Customers' on the left hand side menu and then select 'Individual'.

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

      3. Select 'Individual Customers' template and the file will get automatically downloaded.

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

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

      5. All the customer details have now been uploaded to the platform.