Open the "Import Customer Acounts From Spreadsheet" function in CM.

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Create a spreadsheet template by clicking Create Tempalte.

Next, populate the spreadsheet with the customer account details as needed, removing all unneccessary columns from the spreadsheet.


Next select the newley created spreadsheet.

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CM will then verify the accounts listed in the spreadsheet, row by row, and advise of any issues.


Lastly, click Import to push the accounts into CM.