Add a customer record
Create a customer manually or import a list.
Customer records can connect to related orders, form submissions, bookings, and other records when matching data is available. Review the record after saving if something does not appear as expected.
Add one customer
- Open CRM → Customers → + Add customer.
- Type name and email (email is required).
- Add phone, company, address, or custom fields if needed.
- Click Save.
Import a CSV
Where import is available, open CRM, go to Customers, and choose Import. Map CSV columns to Getme fields, review any duplicate or update preview, and check imported records after saving.