ZiiPSI–How to Add Customers

Method I: Adding a Single Customer

Go to “Customers” under “Sales”.

Click “+ADD”.

Finish the customer’s details.

Click “Save”.


Method II: Import Customer Infomation in Batches

Go to “Customers” under “Sales”.

Click “Import”.

Click “Import”.

Click “download the template”. Or download the customer template below.

Finish the excel.

To import the excel file, Click “Browse”.

Click “Yes”.

Wait a while.

Click “Next Setp” after all data have been insterted.

Click “Confirm”.

Updated on 18 January 2025

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