While not the most efficient way to get your customer data synced in (see automatic import), you can manually import a spreadsheet into Tagify to create/edit your customer list. This one is a four parter:

Head over to your customer company settings and check out the Import column names section:

This is where you're telling Tagify about the column names in your sheet and what data they line up with. Let's say your data looks like this:

Then we'd update the import column names section to look like this:

We're just telling Tagify, "Hey, you're looking for Account Number and that's going to be in the Acct# column." And so on.

If that's all looking good, let's head over to your Customers list and import that sheet:

Depending on the size of your data it might take a bit, but once it's done you'll see some of your customers:

Now that we've got our customers imported, we need to tell Tagify which users are on what sales routes so it knows the customers to show to each user.

While editing a user, check out the Extras tab and add a sales route:

You're almost done! Let's head back over to your customer company settings:

Use customers with projects

Turn this on and when your users create a new project, they'll have the option of giving it a customer.

Require customer for every project

With this on, your users will not be able to create a project without adding a customer.