Fergus

Scheduling jobs is faster when your customers details are ready to use in Fergus. There are 3 ways win Fergus to upload your customers:

To upload your customers go to 'integration center' 

Click on your accounting package your have integrated to Fergus 

Select the "import Customers" button in the top right hand side of the page. 

1. To upload your customers go to 'integration center' 
    
2. Click on your accounting package your have integrated to Fergus 
    
3. Select the "import Customers" button in the top right hand side of the page. 

Option 2 Import a CSV list of your customers: 

Download a CSV customer file of your customers.

Select ellipsis next to the 'add customer button' 

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Drag and drop the file or select the select file button.

In the preview match the correct columns to the required information, required fields are: 

1. Customer / Company name 
2. First name 

1. Download a CSV customer file of your customers.
    
2. Go to Customers on the top banner 
    
3. Select ellipsis next to the 'add customer button' 
    
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4. Select import customers 
    
5. Drag and drop the file or select the select file button.
    
6. In the preview match the correct columns to the required information, required fields are: 
   1. Customer / Company name 
   2. First name 

Select Import customers manually add customers:

Complete Customer / Company Name, Physical Address, Default Main Contact 

1.  Go to Customers on the top banner 
    
2. Click add Customer 
    
   
    
3. Complete Customer / Company Name, Physical Address, Default Main Contact 
    
4. Click save customer 
    
5.  Add additional customers as required. 

Customer Setup

Overview:

Upload via your accounting integration:

Option 2 Import a CSV list of your customers:

Select Import customers manually add customers: