How can I add a new customer? – Profit by Paymentus

You can add a new customer in one of the following ways:

Add a customer manually
1. Navigate to Contacts, click on Add Contact.
2. Click on Add manually.
3. Provide the necessary information under the Customer tab.
4. Click on Add.
5. If everything is done correctly, your customer will be added and you will see a success toast.

2. Add a customer by uploading a CSV

Navigate to Contacts, click on Add Contact.
Click on Bulk upload.
Click on Select document and find the CSV file to upload. If you require our CSV template, click on Download sample csv.
Select the file to upload from the file dialog that appears.
If the file imports successfully, you'll get a success toast message and see your customer(s) populated in the table.

3. Add a customer by connecting to your accounting software

Sync with your accounting software (Refer to Sync articles under "Sync and Integrations" in Knowledge Base); Profit will automatically fetch all your vendors from your accounting software.

Add a customer manually

2. Add a customer by uploading a CSV

3. Add a customer by connecting to your accounting software

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