What kind of information do I need to upload Customer Profiles?

The template includes fields for the customer's company name or identifier, customer number, contact information (such as first and last name, email address, website, and phone numbers), billing and shipping information, payment details (if applicable), bank account information for ACH payments, recurring billing details, invoice amounts, surcharge information, and any additional notes. Once the required information has been entered and the file has been saved as a CSV, navigate to the Customers tab, click Upload Customer, and upload the completed file.