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How to Add Existing Wholesale Clients/Companies and Contacts

How to Add Existing Wholesale Clients/Companies and Contacts

Learn how to import and manually add existing B2B Clients and Contacts

Jared Ward avatar
Written by Jared Ward
Updated over 2 years ago

Export Existing Companies and Contacts

The first step is to export your current B2B clients from where the data resides currently. Here are a few tutorials on how to export data from different systems.

Import Into Luminous

  1. 'Tools' -> 'Imports'

2. To import companies, utilize "Import B2B Clients"

3. To import contacts, utilize "Import B2B Client Contacts"

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