Customers and credit

Upload customers from a spreadsheet

Fill in our sheet, or use the file from your old app. Check it, then add them all.

Steps7

  1. Open Customers.
  2. Tap Add customer.
  3. Tap Upload a spreadsheet.
  4. Tap Download template and fill it in.
  5. Tap Choose file.
  6. Check the rows.
  7. Tap the add button.
The screen for "Upload customers from a spreadsheet", with what to tap outlined
What to tap is outlined

Good to know

  • Nothing is saved until you check it.
  • Customers already in Okount are not added twice.

Next

Still stuck?

In the app, tap ? on the screen you are on and ask in your own words. Or email support@okount.com. A person replies in writing. Never send your PIN, code or card number.