XTM Cloud v 13.0

Importing Customers

You can import Customer data either in Excel or XML format.

  1. Go to the main XTM view, select the Customers tab.

  2. Select the Import button.

  3. Select the required file.

  4. Select the Import button.

Alternatives to importing your existing Customers into XTM

Tip

Contact XTM Support:

support@xtm.cloud

  1. Create an Excel file of your data. Select on the Download sample file green arrow to obtain an Excel template of the right format to import your customers into XTM.

  2. Create an XML file of your data. An example of the required XML file is shown in Example file for importing customers.

    If you require a DTD or schema for the file: