How to Import a Customer

In FlexPoint, you have the ability to import a customer record quickly and easily—without the need to sync an invoice. To do so, please follow the steps below: 
 

1. Click "Customers"
2. Select "Customers" 

3. Click "Import" 

4. Search for the customer name

5. Click "Lookup
 

6. Select the box next to the customer name

7. Click "Import"