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Can I import my customer data into the online delivery manger?

Pro Delivery Manager provides a simple customer data import tool which simply allows you copy and past data from a spreadsheet. This tool can be found in the main menu, under 'Tools.' However, please consider the following points before using this tool:

  • We found that many of our clients existing customer databases contained inaccurate and out of date information. It can take longer to correct inaccurate imported data than to manually input current customers.
  • Inputting data manually allows you to validate it accurately and prune away records of customers who have moved or deceased.

The video below gives an overview of how to use the customer data import tool.

 

 

 

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