> For the complete documentation index, see [llms.txt](https://help.evoshop.cam/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.evoshop.cam/orders-and-products/partner-management/customers/add-new-customer.md).

# Add New Customer

#### You can add new customer information in two ways:

**METHOD 1:** Add directly in the Evoshop system

**Step 1:** On the **Customer Management** page, click the **Add New** button.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2FKs3gh4JhZOHdqprtmfm6%2Fimage.png?alt=media&amp;token=963b1022-b697-4ee9-96c4-e1112b084f64" alt=""><figcaption></figcaption></figure>

**Step 2:** Enter the customer information. The **Customer Code** and **Phone Number** must be unique. Then, select a **Customer Group** to effectively manage customer information by group.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2F10AmKiGydmivDq3mLJgc%2Fimage.png?alt=media&amp;token=bf94e2a9-9e35-4a6b-9d39-0e4a46339891" alt=""><figcaption></figcaption></figure>

<p align="center"><sup><strong>Note:</strong> Fields marked with an asterisk (*) are required and cannot be left blank.</sup></p>

**Step 3:** Click the **Save** button at the bottom of the information section to add the new customer information.

**METHOD 2: Upload an Excel file containing the customer list to the Evoshop system** *(This method allows you to quickly create multiple customer records at once.)*

**Step 1:** On the **Customer Management** page, click **Import Customer List**.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2F38jviG68lGk0jgYDfhml%2Fimage.png?alt=media&amp;token=aea53504-5701-4c9b-ac1c-69e1c40d6a4f" alt=""><figcaption></figcaption></figure>

**Step 2:** In the information panel that appears, click **Here** to download the Excel template available in the system.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2FQiHOWrt6Pq1NocIkXmAb%2Fimage.png?alt=media&amp;token=a60eb19f-354b-458b-b629-814d491ab0b9" alt=""><figcaption></figcaption></figure>

**Step 3:** Fill in all the customer information in the downloaded Excel template.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2FhTFChJyGLUbu7LI2uMs8%2Fimage.png?alt=media&amp;token=4d6ebf05-7879-4cf3-a22b-f23fa34efc5c" alt=""><figcaption></figcaption></figure>

**Step 4:** Once you have finished, click **Save File** and return to the system. Click **Choose File** to select the file, then click **Upload**.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2FjFV04XubWS61vsGwMpKp%2Fimage.png?alt=media&amp;token=5fbd254a-5e01-4b89-8bd8-5019bede2d82" alt=""><figcaption></figcaption></figure>

The system will verify the information and automatically add the customers based on the data provided in the Excel file. A notification will appear confirming that the customers have been created successfully.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2F8rdXxoAAaDjYbSxQF8iA%2FNotification%20popup.png?alt=media&amp;token=d57ae0eb-35de-49ee-bfc6-2a9b0a9f3a56" alt=""><figcaption></figcaption></figure>

**Note:** If you receive an error notification indicating that the uploaded file contains errors, as shown in the image below, click **View Details** to see the specific errors. Correct the errors and upload the file again.

<figure><img src="https://3170165901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3i8vOkkJiXVVAWglnuDD%2Fuploads%2Fn187gHxIAcw23Ck4VnMe%2Fimage.png?alt=media&amp;token=b165018a-62b1-4fd0-89ab-d04127da5603" alt=""><figcaption></figcaption></figure>


---

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