Import your customer list into Textline

Follow these instructions to create a CSV file and import it into Textline.

  1. Download the sample spreadsheet and open it using Excel, Numbers, or your favorite spreadsheet application.

  2. Copy your customers' information into the spreadsheet. You can include: 

    - First & Last Name
    - Mobile Phone Number
    - Email address
    -  Notes on the Customer
    - Tags [Multiple tags are allowed, separated by a space. See more on tags]

  3. Export the spreadsheet as a CSV file

  4. Sign in to Textline and select the Card icon in the left side bar to reach your Customer Address Book.

  5. Select the Import button and upload the CSV file you created.