How do I get my existing customer list loaded quickly into the Hekimax software?

Your existing Customer list can be bulk loaded into the Hekimax system. Simply click on this link to download the Customer import file template (in Microsoft Excel format). Populate the file with your existing Customer list (ensure you provide values for the required columns highlighted in yellow). Once you have all your existing Customers in the file, save it as a CSV file and use the Import button at the top-right corner of the Customer page to upload the file.

Review the Getting Started video from the application help page for additional details or contact to find out more about how Hekimax can assist you in getting your Customer list loaded into the system.