How do I get my customer list to FreshLime?Last Updated: August 06, 2019
- First, we recommend that you save a copy of your list to ensure you have a backup list
- Export your list from the CRM you are currently using and open in Excel
- If you are just using an Excel spreadsheet, simply open your list
- Save your file as a CSV
- Navigate to “Save As” and name your file.
- Under “File Format” choose “CSV” and click save
- Send your saved CSV to your FreshLime representative
For additional help, click this link for our pdf guide to sending a customer list.