# Customers

Here, you can add, edit and delete customer contacts. There are two ways to add customer contacts to your account.

**Adding customers**

Step 1: Navigate to the customers module and click on Add Customer

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FEOQKS3qvXpgtwSOZ49G8%2Fscreenbud-9d82310b-4681-4b3a-b9b3-2b6f18468463.png?alt=media&#x26;token=ecf5499c-3dac-408f-9615-e901b5be0e44" alt=""><figcaption></figcaption></figure>

Step 2: Fill in the customer information and click Add Customer to finish

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2Frtarl29Oj0A62HinyDhm%2Fscreenbud-04801255-1b98-4012-af7d-8ec8a18a8543.png?alt=media&#x26;token=f3e76863-08c0-4dcc-b930-8bdce7529333" alt=""><figcaption></figcaption></figure>

**Importing Customers**&#x20;

Step 1: Navigate to the customers module and click on **Import Customers**

Step 2: Click on **download csv** on the pop up screen

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2Fm8s4xhRhxyH4cEh94sxc%2Fscreenbud-f7b5fb42-517a-4b97-82cb-a010623cb5a9.png?alt=media&#x26;token=c9a1e6d8-c207-4fb9-b8e0-431571d94730" alt=""><figcaption></figcaption></figure>

Step 3: Populate the csv file. Please note, no changes are to be made to the csv file.

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FhbhnoUHpAsUFkNT33ImC%2Fscreenbud-088c41a6-80ca-46a7-8f18-2e63a2b2f0df.png?alt=media&#x26;token=8f2153c5-2fbb-4d43-8c16-311ef02231e2" alt=""><figcaption></figcaption></figure>

Step 4: Return to OneRoute and click Next Step, choose the file and click **Upload CSV**

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FhTN2uLY5mtWJDffE1gNP%2Fscreenbud-e63fbc82-de2a-4653-b404-24437db66dd2.png?alt=media&#x26;token=48ea9c29-9ffe-40a2-850a-e48c4a99b117" alt=""><figcaption></figcaption></figure>

Step 5: On the next screen, you can either put the customers in a group or click Import Customers then click Finish to complete the import.

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FykEufhnHOK4vnUQEKG09%2Fscreenbud-afc998f0-a05d-4a8c-b2cc-74a52aa08ad0.png?alt=media&#x26;token=67362af2-d1a1-487b-b672-a2a19e272262" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FBoSJzJlOkeE2ZrbViAqX%2Fscreenbud-3ec01782-a8b5-4cea-841e-9cb333c45cfe.png?alt=media&#x26;token=5af5e62e-f1b2-40a9-bde1-45ec8e30e7d7" alt=""><figcaption></figcaption></figure>

**Updating Customer Information**

You can edit and delete your customer information in the Customers Module

Step 1: Navigate to the Customer Module. Click on the three dots beside the customer information and click edit

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FTe39IlnnG1kyu6XjAf0W%2Fscreenbud-40c6e823-acef-4f6f-88c9-a213d83bdbb0.png?alt=media&#x26;token=8f73187d-eca9-40af-b725-c53527802950" alt=""><figcaption></figcaption></figure>

Step 2: A screen with the customer's full information will open. Click on edit and update the information then click save&#x20;

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2Fws8B4sgA3UBaCJEbe7vf%2Fscreenbud-285b17d7-e74c-44c2-8294-4537dd1305fa.png?alt=media&#x26;token=a51eac31-417d-4b2f-b5c6-939916de97a9" alt=""><figcaption></figcaption></figure>

**Creating Custom Fields**

Custom fields allow you capture information that isn’t available on the default fields for customer information.

Step 1: Navigate to Settings > Custom Fields

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FEEsSfhvP70qWgtFc4Oko%2Fscreenbud-4bc13b83-cda4-4a5e-9e25-2356821bfc3c.png?alt=media&#x26;token=066eacaa-8a21-47c6-a07e-ef851de3d682" alt=""><figcaption></figcaption></figure>

Step 2: Click Customers Fields then click on Add new field

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FwrG9jX2gXndPwyTT1N8v%2Fscreenbud-2f068fdb-6fab-44aa-a5cf-117b912eb7f5.png?alt=media&#x26;token=09cfc997-6a6d-4436-b129-96aaa88117ee" alt=""><figcaption></figcaption></figure>

Step 3: Input the field name and select the field type and click Add field to save

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FCRjm4qAREJe1E9klYkZx%2Fscreenbud-45977f83-e8a1-40b1-8ecb-f107777ba8e8.png?alt=media&#x26;token=35b158be-9d3d-47de-9464-50bf3311871e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FBhSBx19pnwBg4CC72PZX%2Fscreenbud-67ec270d-03a0-4989-9214-ab50c389c73d.png?alt=media&#x26;token=467f3d3f-a319-4445-91bd-1a5168a903d3" alt=""><figcaption></figcaption></figure>

You can delete custom fields anytime by clicking on the trash icon beside the field.

<figure><img src="https://3509841690-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWlKwbhiQmQ3D9zFOVWlI%2Fuploads%2FeIWvp4hhYn6tshionl0h%2Fscreenbud-9fff5613-b3a6-464b-895c-b872b4398f51.png?alt=media&#x26;token=31806778-67c2-44db-bc47-73bcc7a96528" alt=""><figcaption></figcaption></figure>
