Exporting
- From the project screen, click Register from the menu bar at the top of the screen.
- Select Customers from the list.
Tip: Use ctrl and or shift key on your keyboard to select multiple customers. - Click the Export button on the right-hand side of the window.
- Choose a location on your system to save the file.
- Choose a file name and save as either .txt or .csv.
- Click Save to finish the export.
Importing
Note: Before importing your own customer data, we strongly recommend exporting your own database first which will give you a backup in-case of any issues.
Also completing an export of your Winner data (as shown above) as a .csv file, and importing it into Excel, will allow you to use the file as a template for your customer data import, as any file you import must follow the same layout as the exported data and be either a .csv or .txt file.
- From the project screen, click Register from the menu bar at the top of the screen.
- Select Customers from the list.
- Click the Import button on the right-hand side of the window.
- Locate the file with your saved customer data and click Open.
The import process will now start. - Click Close when you are finished.