Almost there! The last step of your onboarding is setting up your customers.

Head over to the “Customers’ tab on the left side menu.

Overview #

Similar to inventory items, customers can be added in bulk or individually.

• Select the “Import Customers” button to add your customers in bulk
• Select the “New Customer” button to add a single new customer

Importing Customers #

You can easily bulk import your customers by using our Excel Import Tool.

Note: Before you start, make sure all your customer data is in an excel spreadsheet with proper header columns.

Step 1)

Select “Choose File” at the bottom right

Step 2)

Match your spreadsheet columns to the LyncPOS preset columns, then select “Next Step”.

Step 3)

Press the “Complete Excel Import” button, and you’re all set!