How do I get my customer list to FreshLime?

 

  • 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




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