Learn how to search customers on Toursoft

 

Instructions:

 

Steps to search customers:

  • Login to Toursoft with your email and password

 

  • On the sidebar on the left, select “Customers”


 

  • Near the top right, select “Import list”

 

  • Optional: Read the guidelines/view demo files

 

  • Select “Upload a CSV/XLS”

 

  • Browse your device and select the desired customer list CSV or XLS file
  • Upload the desired file and submit

 

Additional Notes:

 

Importing a customer list is a fast and efficient feature that will help you add multiple customers at once.

 

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