This feature allows you to upload a file from your computer that has all the necessary customer information.

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Uploading customer information from a
Microsoft Excel spreadsheet
ADDING CUSTOMERS
CONFIDENTIAL

2. © 2012 NetDispatcher
Adding Customers
• Here at NetDispatcher we are continually striving to make this software more
user friendly and easier to navigate. The process of adding a new customer,
or customers, has never been easier.
9.1.2017 CONFIDENTIAL2

3. © 2012 NetDispatcher 9.1.2017 CONFIDENTIAL3
Adding a New Customer
Your Customer information is now located under the Maintain section. Click the ”Maintain” button
in the top right corner. Under the Maintain Lists select Customers.

4. © 2012 NetDispatcher 9.1.2017 CONFIDENTIAL4
Adding a New Customer
To import an Excel file into NetDispatcher click the ”Import” button. This can be seen below.

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Adding Customers
Step 1 - After clicking the icon a box appears saying “Import Source.” Select
the template you would prefer to transfer the customer information into. Click
“Choose File” and select the file from your computer you wish to transfer. Click
Next.

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Adding Customers
Step 2 – After clicking Next
the Data Binding box will
appear. Click the down
arrow on the first box and
select which title (or column)
from your file you want
transferred into each field.

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Adding Customers
Step 3 – After clicking next another box appears. Read the instructions and
check the box if you would like to link this information with existing information
in the system

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Adding Customers
Step 4 – After clicking next another box appears. This box notifies you that the
data from your file will begin the importing process after you click the blue
“Ready” button. The status of the process will appear in the top right corner.

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Adding Customers
• Once the import process is complete click the browser’s refresh button. Your
new customer information should appear in the customer list.

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That concludes this tutorial. Have a wonderful day!
THANK YOU!