Selecting Customers on the Projects menu and then selecting Import Customers allows you to use Azimio to import or migrate your current Customers into your Projects interface using the Import Customers screen, illustrated below.
You can import and map fields to your Azimio account. You can also import custom fields (previously created). Additionally, you can download your Customer list using an Excel or CSV download format and also add CRM codes to integrate Azimio into your CRM software. Follow the steps below to import Customer information.