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techOMS

New: Import Customers in Bulk via CSV

You can now
import
your
customer
lists directly into
techOMS
using a
CSV
file. While automatic creation via API is already available during Sales Order creation, this new feature lets you bulk-upload multiple customers easily and independently.
Why You'll Love It
  • Save Time
    : Upload your entire customer list at once. No need to enter them one by one.
  • Boost Accuracy
    : Reduce human error by importing clean, validated data.
  • Streamlined Workflow
    : Get your customer information ready for Sales Orders faster than ever.
How to Get Started
  1. Click
    Customers
    from the main menu.
  2. Press
    Maintenance
    and select
    Import Customer List
    .
  3. Upload your
    CSV
    file.
image
⚠️ Make sure your
CSV
matches our
template
for a smooth import experience.
Resources
Learn more in our updated documentation: