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How to Add Existing Wholesale Clients/Companies and Contacts

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

Written by Heidi Hatch

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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