Before you start
- Your customer sheet is ready.
- You are signed in as an owner or admin.
What you'll do
You will upload your customer list so your office team can stop retyping names, addresses, and phone numbers.
Do this
- 1
Open Customers & Leads
Go to the customer list area and choose the import option.
- 2
Download the template first
Use the Zentive import template so columns line up correctly.
- 3
Upload the file
Attach the completed file and start the import.
- 4
Review failed rows
If some rows fail, fix those records and upload only the corrected entries.
Check this
Most import problems come from missing names, invalid phone numbers, or addresses not matching the template format.
Fastest fix first
- 1
Import failed right away?
Download the template again and copy your sheet into the fresh version before retrying.
- 2
Some customers imported and some did not?
Review the failed rows, fix only those rows, and upload the smaller corrected file.
Was this helpful?
Contact Zentive support
Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.