This knowledge base article will guide users on how to upload their clients information using the customers form. |
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UPLOADING EXCEL (CUSTOMERS FORM)
To upload the customer form. Login to PRISM Joomla Portal and then go to PRISM and then Customers.
Click on Upload Excel.
On the pop up window. click on Browse
Locate the Customers form and then click on Open.
select the upload type and then select Upload.
Upload Type
1. Delete and Insert – this option will delete all entries and insert new customers.
2.Update and Insert – this option will update your customer list.
3. Update and Deactivate -
Customers are now uploaded on the website.
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