Importing customers

Created by Doug Stoddart, Modified on Tue, 28 Jan at 7:18 PM by Doug Stoddart

Importing Customers


To import customer information:

  1. Create a new customer in BRM.
  1. Click Import from Lightspeed X.

    

    3. Enter the LSX Customer Code.


 

 

The customer information should fill automatically.


 

Updating LSX Customers


To update an existing customer linked to an LSX Customer ID:

  1. Open the customer record in BRM.
  2. Update the relevant information as needed.
  3. Save the customer record.




The updated information should sync to LSX.

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After completing these steps, verify that all information syncs accurately between BRM and Lightspeed X. If you need further assistance, please reach out to BRM Support.




See Also 





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