1 Go to your BizPayO Account - portal.bizpayo.com
2 Click "Customers"
3 Click "Import Customers"
4 Click "Import Customers from CSV"
5 Click "Click here" to download the CSV template that you'll use to upload the customer data
6 The Doc should look like this. Populate all needed information as you see in each column. Save the file.
7 Click "Choose file" and locate the CSV file in your computer
8 Click "Upload"
9 Click the "Add New + Skip Existing" at the top to apply all the changes to all imported records.
10 OPTIONAL: If you see duplicate records, you can match them manually to an existing record in BizPayO
11 OPTIONAL: You can also Add or Skip individual records
12 Click "Continue"
13 Click "Finish"
14 You can now search for the records in your BizPayO account
