It might be very important to import your client list into your Booxi account.
There are two ways to import your client list.
If you use Lightspeed
Connect to your Booxi account and link your Lightspeed account to it
Go to the Clients tab
Click on the options button and click on Import from Lightspeed
A new window opens, click on "Import Customers"
The import process is going on in the background and it will take a few minutes depending on how many customers you have.
We recommend importing your client list from Lightspeed at the early beginning.
If you have duplicates in your client list in Lightspeed, it will be imported in Booxi as well.
Once you've imported your client list from Lightspeed and you decide to import it again later, only clients that have not been imported will be imported in Booxi.
Also, please note that there is no sync of customer information from Lightspeed to Booxi.
If you do not use Lightspeed
If you do not use Lightspeed but you want to import your client list, please contact Booxi support.
You will receive an excel sheet to fill with your client information and we will proceed with a manual import of your client list.
A yearly plan is required in order to ask Booxi to import your client list.