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Customers

How do I bring my customers in from a spreadsheet?

Use Excel, Numbers or CSV, with one customer on each row. Your headings do not have to match. You check everything before it is saved.

  1. 1During setup, choose Upload your spreadsheet, or open Settings, then Data & account.
  2. 2The example on that screen shows a name, an address, a price and how often.
  3. 3Choose the file. Rinsa reads the rows.
  4. 4Check anything it was not sure about, then save.

Tip. A file with no customers asks you to try another one. There is no offer to send the file in for someone else to set up.

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