Importing Your Customers

Learn how to import your customers onto Toursoft

Have a file with your customers’ information? Here are the steps to import your existing customers:

1. Login to Toursoft with your email and password

2. On the sidebar on the left, select “Customers”

3. Near the top right, select “Import list”

4. Optional: Read the guidelines/view demo files. These will tell you what format your file should be in, in order to seamlessly integrate your customers into Toursoft.

5. Select “Upload a CSV/XLS”

6. Browse your device and select the desired CSV or XLS file (containing your customer list)

7. Upload the desired file and submit.

Note: Importing a customer list is a fast and efficient feature that will help you add multiple customers at once.