Manage customers

Managing Customers in TEQ

TEQ provides a streamlined way to manage your customer database, including adding new customers, importing them in bulk, organizing customer details, and merging duplicates to keep your records clean.

Step 1: Review and Upload Customers

1. Go to Sales → Customers.
2. To upload customers in bulk:
3. • Click 📥 Download Sample to get the Excel template.
   • Fill in all required fields as instructed in the file.
   • Return to TEQ and click Upload File under the Actions menu.
   • Select your completed file to import customers into the system.
3. You can also export your existing customers if needed using the Export option.

Step 2: Create a New Customer

1. In the Customers screen, click ➕ Create Customer.
2. Fill in all required customer details, including contact information and address.
3. Choose whether the customer is an:
4. • 🏢 Organization, or
   • 👤 Private Person
4. Save the customer card once completed.

Step 3: Merge Duplicate Customers

If multiple customer records exist for the same client, you can merge them to maintain clean data.

1. Select the customers you want to merge.
2. Click 🔗 Customer Merge in the top-left corner.
3. Fill in the required customer information in the merge window.
4. Review all details carefully. TEQ will combine the records based on your selections.
5. Confirm to complete the merge.

🛠 Troubleshooting

Bulk upload file won’t import

• Ensure the Excel file follows the TEQ template format exactly.
• Check for missing required fields.
• Make sure no unsupported characters or merged cells are included.

Customer not appearing after upload

• Refresh the page.
• Verify that your user role has access to view all customers.
• Check if filters are applied.

Unable to create a customer

• Confirm all mandatory fields are filled in (name, customer type, email, etc.).
• Ensure your user role has permission to create customers.

Merge button not available

• You must select at least two customer cards.
• Your user role may not have merge permissions — contact your TEQ admin.

Merged customer shows incorrect information

• Review the merge preview carefully before completing the merge.
• Edit the resulting customer card to correct optional fields.

Still having issues?

• Contact your TEQ administrator or TEQ Support with screenshots and, if relevant, the customer IDs involved.