There are multiple ways to create new customers in DataQlick.
When you go through the setup wizard and connect your accounting system, you have an option to sync your customers with DataQlick.
In addition, when orders are synced with a connected sales channel, a customer will be created if it does not already exist.
To manually add customers to DataQlick, go to Contacts (people icon) from the main menu. On the Customers tab, click on the New Customer + button.
Fill out the fields on the General, Billing and Shipping tabs, clicking apply on each tab.
From the Contacts page, you can import or export a customer list by clicking on the three vertical dots in the upper right corner. See “How do I Import customers” for additional information.
You can also create a new customer during the creation of a sales form (Invoice, Sales Order or Quote).
