6) Customers
< 1 min read
Table of Contents
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
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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
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Step 2)
Match your spreadsheet columns to the LyncPOS preset columns, then select “Next Step”.
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Step 3)
Press the “Complete Excel Import” button, and you’re all set!
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