How to manage customers with Payaca
Keeping accurate customer data is important, you can easily import data from your existing sources to get started quickly
Matt Franklin avatar
Written by Matt Franklin
Updated over a week ago

An overview of managing customer data in Payaca's CRM Software

Creating Customers Manually

  • To create a customer manually, go to the "Customers" tab on Payaca's web platform and click on the "Create Customer" button.

  • This will add one contact by default, but you can switch to the "Advanced View" to add multiple contacts to the customer one at a time.

Importing Customers via CSV

  • To import customer data via CSV, go to the top right corner of the web platform and click on your logo.

  • From the drop-down menu, select "Import Data" and follow the prompts to upload your CSV file.

  • Make sure the CSV file is properly formatted and includes all the necessary information for each customer.

Importing Customers via Xero or QuickBooks Integration:

  • Payaca's CRM software allows you to connect your CRM data with popular accounting software like Xero, QuickBooks.

  • To connect with one of these platforms, go to the "Connections" page, and you will find the option to connect your CRM with Xero or QuickBooks.

  • Once the integration is set up, you can import customer data quickly via the integration.

Adding Addresses:

  • To add an address for a customer, click on the customer's profile and then click on the "Addresses" tab.

  • From there, you can add a new address by clicking on the "Add Address" button.

  • You can also add access contacts for the address, which are often used for tenants renting from the landlord (main customer).

Using Addresses on Deals

  • Payaca's CRM software allows you to use customer addresses as site addresses on deals.

  • To do this, go to the "Deals" tab, and then click on the "Add Deal" button.

  • Add a customer in the first box.

  • In the second box click "Add site address", select an address for the deal, and you can choose from the customer's existing addresses.

Selecting Contacts for Quotes and Invoices

  • You can select different contacts for sending quotes and invoices.

  • When creating a quote or invoice, you will be prompted to select a contact for the document.

  • You can choose from the customer's existing contacts, including billing and operational contacts.

Viewing Deals Linked to a Customer:

  • On the "Customers" overview page, you can see all deals linked to a particular customer.

  • Simply click on the customer's name to view their profile and then navigate to the "Deals" tab.

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