> For the complete documentation index, see [llms.txt](https://help.oneroute.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.oneroute.io/customers.md).

# 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="/files/KTwa57clkEXAQ8mZL0t5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/qgrtXsovZIt996Gp77R2" 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="/files/pZU94lKodHQ8uu7dxxJ8" 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="/files/wawCA92hImJOFfzHtiee" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/JkMB7yVFH5H6BTVcRPyz" 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="/files/EmLN2pq1kF8I0W7yrG06" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/W4Oo9pLvDppEACH8GcJh" 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="/files/keHS0qZUw07ejP3nx13z" 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="/files/YsleA2GcFyPD2N4D8jgA" 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="/files/zHpKmXXdYwj1Z3TNMnYi" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/2LhUHtQMKX44NF09TpB8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/jzFbo4J7vMNbLlQRWszv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/vTAs3N0FTOM7rvKChOd5" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/m5nkRy03eNkZ9lZFrrbH" alt=""><figcaption></figcaption></figure>
