# Create Customer

There are two ways to create customers:&#x20;

1. Manual entry&#x20;
2. Excel entry

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## **Manual Entry**

During manual customer entry, users may fill in relevant fields, add tags, select import objects, and choose customer groups for proper classification

<figure><img src="/files/SrwclZg17N8lzynMrwzu" alt=""><figcaption></figcaption></figure>

After the customer information is entered, the user can choose to view the customer profile or continue creating other customers

<figure><img src="/files/4x9YhlSMovxx2YbaENKm" alt=""><figcaption></figcaption></figure>

## **Excel Import**

In addition to manual entry, users can alternatively import customer data via Excel. We provide a downloadable import template to help organize customer information before direct upload

<figure><img src="/files/IEmfuvH2lGYZvjgcIEP3" alt=""><figcaption></figcaption></figure>

After uploading the file, users can customize the import configuration according to their specific needs

<figure><img src="/files/BJ6fRqACKeykTNFxFU60" alt=""><figcaption></figcaption></figure>

After completing the import setup, the system will display any fields that failed to automatically match along with a preview of the field mapping results, enabling users to manually adjust the field mappings directly within the interface

<figure><img src="/files/7637iy4Co6xjbcRg6MrK" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/xPYGgjy3Z6OVnuGXn9MO" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7Jx9vxAQx6QaE3DkLhSp" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/AdBJ5f8KIgnVSewdy7Fh" alt=""><figcaption></figcaption></figure>

After completing the field matching, the import task will continue to run in the background automatically, and users can monitor the progress through the "View Task"

<figure><img src="/files/DBHh9EZoJZ5DPFPc0LG7" alt=""><figcaption></figcaption></figure>


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